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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-26 |
Branch Locations
200 Fourth Street Suite 100, Santa Rosa, CA 95401-6213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exchange Bank | Santa Rosa | CA | 10/2022 | 07/2023 |
| Beyers Costin Simon | Santa Rosa | CA | 03/2021 | 01/2022 |
| Pm Janitorial Services | Santa Rosa | CA | 12/2020 | Present |
| Immigrant Hope | Santa Barbara | CA | 06/2020 | 09/2020 |
| Publicsquare | Santa Barbara | CA | 10/2019 | 05/2020 |
| Michael's | Santa Rosa | CA | 06/2019 | 08/2019 |
| University Of Arizona | Tucson | AZ | 09/2017 | 05/2019 |
| Target | Santa Rosa | CA | 10/2016 | 12/2016 |
| Full Time Education | Santa Rosa | CA | 01/2014 | 09/2016 |
| Full Time Education | Santa Rosa | CA | 01/2017 | 08/2017 |
| Full Time Education | Santa Barbara | CA | 09/2019 | 10/2019 |
| Full Time Education | Santa Barbara | CA | 10/2020 | 12/2020 |
| Charles Schwab & Co., Inc. | Santa Rosa | CA | 07/2023 | Present |
| Charles Schwab Bank, Ssb | Santa Rosa | CA | 07/2023 | Present |
1) PM Janitorial Services|Investment Related: No|Janitorial/Cleaning Services|Owner|1/1/2021|Less than 20 hour/month - 0 during trading hours|Cleaning and sending invoices to employers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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