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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-25 |
Branch Locations
27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Methodist University | Dallas | TX | 05/2015 | 05/2017 |
| T-Mobile | Dallas | TX | 05/2017 | 08/2017 |
| Unemployed | Dallas | TX | 08/2017 | 06/2018 |
| Branch Banking And Trust (Bb&T) | Winston Salem | NC | 06/2018 | 12/2018 |
| Branch Banking And Trust (Truist) | Dallas | TX | 12/2018 | 08/2019 |
| Unemployed | Corona | CA | 08/2019 | 02/2021 |
| Fisher Investments | Dallas | TX | 02/2021 | 01/2022 |
| Unemployed | Corona | CA | 01/2022 | 02/2023 |
| Charles Schwab & Co., Inc. | Mission Viejo | CA | 03/2023 | Present |
| Charles Schwab Bank | Mission Viejo | CA | 05/2025 | Present |
1) Doordash|Investment Related: No|Travel/Transportation/Tourism|Delivery Driver|12/3/2018|Varies hour/month - 0 during trading hours|Delivering Food from restaurants to customers, 2) Instacart|Investment Related: No|Travel/Transportation/Tourism|Instacart Delivery Driver and Shopper|3/17/2020|Varies hour/month - 0 during trading hours|Delivery grocery and store products to customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-25 |
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