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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2025-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Mountain View | CA | 08/2012 | 05/2019 |
| Skyhawks Sports Camp | Mountain View | CA | 06/2019 | 08/2019 |
| Full-Time Education | Boulder | CO | 08/2019 | 05/2023 |
| Tanis Communications | Mountain View | CA | 05/2020 | 08/2020 |
| Ucampapp | Mountain View | CA | 05/2021 | 09/2021 |
| Lost City Coffee | Boulder | CO | 07/2022 | 09/2022 |
| Charles Schwab & Co., Inc. | Los Altos | CA | 06/2023 | 11/2025 |
| Charles Schwab Bank, Ssb | Los Altos | CA | 03/2024 | 11/2025 |
| Morgan Stanley | Tempe | AZ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
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