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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-21 |
Branch Locations
3150 Crow Canyon Road, San Ramon, CA 94583-1332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 12/2023 | 11/2025 |
| Boundary Oak Golf Course | Walnut Creek | CA | 02/2022 | 09/2022 |
| Shadelands Pumpkin Patch | Walnut Creek | CA | 09/2021 | 01/2022 |
| Nordstrom | Walnut Creek | CA | 07/2021 | 08/2021 |
| Reniassance Club Sport/Bay Club | San Francisco | CA | 02/2019 | 08/2019 |
| Full Time Education | Clayton | CA | 12/2018 | 01/2019 |
| Full Time Education | Chico | CA | 08/2019 | 05/2023 |
| Unemployed | Clayton | CA | 06/2023 | 12/2023 |
| Kinders Meats And Deli | Concord | CA | 02/2018 | 11/2018 |
| Full Time Education | Walnut Creek | CA | 01/2013 | 01/2018 |
| Charles Schwab & Co., Inc. | San Ramon | CA | 11/2025 | Present |
| Charles Schwab Bank | San Ramon | CA | 11/2025 | Present |
1) The Standard Insurance Company | Investment Related:No|1100 SW 6th Ave, Ste 711|Insurance|Sales Rep|2025-09-01|Less than 20|0|I utilized The Standard as one of the insurance brokers we had access to. I used them one time for a Disability Policy that pays a commission every month. I am under no duty or obligation to the company, I just had the option to use them for this client. I had no other responsibilities with this company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
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