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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-24 |
Branch Locations
16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| I Am American | Los Angeles | CA | 05/2016 | 09/2017 |
| Well Fargo Bank N.A. | Santa Barbara | CA | 07/2016 | 04/2017 |
| Success Crowns | Newhall | CA | 02/2018 | 10/2018 |
| Cbre | Los Angeles | CA | 11/2021 | 05/2022 |
| J.P. Morgan Securities, Llc | Los Angeles | CA | 11/2018 | 10/2021 |
| Morgan Stanley | Beverly Hills | CA | 03/2018 | 10/2018 |
| Unemployed | Northridge | CA | 10/2017 | 10/2017 |
| Currency Capital, Llc | Los Angeles | CA | 11/2017 | 01/2018 |
| Unemployed | Porter Ranch | CA | 11/2023 | 02/2024 |
| Unemployed | Porter Ranch | CA | 06/2024 | 07/2024 |
| Fidelity Investments | Los Angeles | CA | 07/2024 | 01/2026 |
| Westmont College | Santa Barbara | CA | 08/2013 | 05/2017 |
| Jp Morgan Chase Bank N.A. | Los Angeles | CA | 11/2018 | 10/2021 |
| Kixie | Santa Monica | CA | 03/2024 | 05/2024 |
| Deloitte | Los Angeles | CA | 05/2022 | 11/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | 01/2026 |
| Charles Schwab Bank | Encino | CA | 01/2026 | Present |
| Charles Schwab & Co., Inc | Encino | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-11 |
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