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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-03 |
Branch Locations
10770 Donner Pass Road Suite 103, Truckee, CA 96161 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Truckee | CA | 04/2018 | Present |
| N/A | Truckee | CA | 05/2016 | 04/2018 |
1) Calvary Truckee | Investment Related:No|11605 Deerfield Dr|Truckee|CA|96161|USA|Nonprofit Charitable Organizations|Treasurer|6/4/2026|Less than 20|0|Board of Director for a small church. I provide all the financial reports for the BOD meetings and help with the annual budget.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-22 |
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