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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-24 |
Branch Locations
10920 Via Frontera Suite 100, San Diego, CA 92127-1730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick Fil A | Yorba Linda | CA | 07/2018 | 08/2019 |
| Somi Somi | Fullerton | CA | 08/2021 | 08/2023 |
| Lbc Camps, Llc. | Anaheim | CA | 08/2022 | 08/2023 |
| Full Time Education | Costa Mesa | CA | 08/2019 | 02/2020 |
| Fidelity Investments | Brea | CA | 03/2024 | 05/2024 |
| Ponderosa Pines Christian Camp | Running Springs | CA | 02/2020 | 03/2020 |
| Full Time Education | Pullman | WA | 03/2020 | 12/2023 |
| Full Time Education | Placentia | CA | 01/2015 | 07/2018 |
| Unemployed | Anaheim | CA | 08/2023 | 03/2024 |
| Jersey Mike's Subs | Yorba Linda | CA | 08/2024 | 04/2025 |
| Great Maple | Anaheim | CA | 04/2025 | 07/2025 |
| Unemployed | Anaheim | CA | 05/2024 | 08/2024 |
| Charles Schwab & Co., Inc. | San Diego | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-21 |
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