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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| CO | RA | APPROVED | 2025-05-29 |
Branch Locations
1701 Platte Street Suite 131, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 08/2023 | 04/2025 |
| Full Time Education | Edmond | OK | 08/2021 | 04/2023 |
| Elderwood Restaurant | Visalia | CA | 01/2021 | 07/2021 |
| Guitar Center | Visalia | CA | 11/2020 | 01/2021 |
| Full Time Education | Visalia | CA | 08/2020 | 05/2021 |
| Adventure Park | Visalia | CA | 06/2017 | 12/2017 |
| Visalia Unified School District | Visalia | CA | 01/2018 | 06/2018 |
| Full Time Education | Visalia | CA | 08/2015 | 06/2019 |
| Full Time Education | Fresno | CA | 08/2019 | 06/2020 |
| Unemployed | Visalia | CA | 05/2023 | 07/2023 |
| Charles Schwab | Denver | CO | 05/2025 | Present |
| Charles Schwab Bank | Denver | CO | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
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