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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Redondo Beach | CA | 04/2024 | Present |
| Us Bank | Torrance | CA | 12/2022 | 04/2024 |
| Weinstock Manion | Los Angeles | CA | 01/2021 | 12/2022 |
| Hoffman, Sabban & Watenmaker | Los Angeles | CA | 09/2018 | 01/2021 |
| Venable Llp | Los Angeles | CA | 03/2017 | 08/2018 |
| Winston & Strawn Llp | Chicago | IL | 08/2016 | 03/2017 |
| Schwab Wealth Advisory, Inc | Redondo Beach | CA | 12/2025 | Present |
1) Rental Property | Investment Related:No|Real Estate (Non-Agent/Broker)|Not applicable. I don't have another job. I just own real estate as a landlord and rent it out to tenants.|7/15/2018||0|Collect rent from tenants that is paid automatically online
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
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