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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-24 |
| NY | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan | Irvine | CA | 07/2024 | 03/2026 |
| Northwestern Mutual Life Insurance Company | Manhattan Beach | CA | 03/2023 | 06/2024 |
| Full Time Education | Bronx | NY | 06/2018 | 03/2026 |
| Full Time Education | Bronx | NY | 08/2014 | 03/2026 |
| Northwestern Mutual Investment Services Llc | Manhattan Beach | CA | 12/2023 | 06/2024 |
| Instacart | San Francisco | CA | 10/2021 | 06/2024 |
| Rick Hu | New York | NY | 04/2026 | 06/2026 |
| Northwestern Mutual Investment Services Llc | New York | NY | 04/2026 | 06/2026 |
| Charles Schwab & Co, Inc | Jersey City | NJ | 06/2026 | Present |
| Schwab Wealth Advisory, Inc | Jersey City | NJ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-15 |
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