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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-07-02 |
| WA | RA | APPROVED | 2023-09-19 |
Branch Locations
4055 Mercantile Dr Suite 175, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Tualatin | OR | 06/2013 | 09/2016 |
| U.S. Soccer Federation | Chicago | IL | 09/2016 | 12/2021 |
| Grand Canyon University | Phoenix | AZ | 09/2020 | 04/2021 |
| Stone Creek Golf Club | Oregon City | OR | 04/2021 | 09/2021 |
| Full-Time Education | Phoenix | AZ | 09/2021 | 04/2022 |
| Target | Minneapolis | MN | 06/2022 | 09/2022 |
| Full-Time Education | Phoenix | AZ | 09/2022 | 04/2023 |
| Charles Schwab & Co., Inc. | Beaverton | OR | 06/2023 | Present |
| Charles Schwab Bank, Ssb | Beaverton | OR | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
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