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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-18 |
Branch Locations
300 Route 73 Suite D, Marlton, NJ 08053 • United States
Cheney, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 01/2020 | 04/2023 |
| Washington Trust Bank | Spokane | WA | 08/2019 | 12/2019 |
| Franklin Templeton Investments | Rancho Cordova | CA | 05/2018 | 08/2018 |
| Oracle Corporation | Rocklin | CA | 05/2017 | 08/2017 |
| Charles Schwab & Co., Inc | Cheney | WA | 06/2023 | Present |
| Charles Schwab Bank, Ssb | Cheney | WA | 06/2023 | Present |
| Full Time Student | Spokane | WA | 08/2016 | 05/2017 |
| Full Time Student | Spokane | WA | 08/2017 | 05/2018 |
| Full Time Student | Spokane | WA | 08/2018 | 05/2019 |
| Unemployed/Extended Travel | Rancho Cordova | CA | 05/2019 | 08/2019 |
| Unemployed/Extended Travel | Camas | WA | 04/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-17 |
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