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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-18 |
Branch Locations
3421 E. Imperial Highway Suite E-1, Brea, CA 92823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W. P. Carey School Of Business | Tempe | AZ | 08/2021 | 05/2022 |
| Quantumvest | Phoenix | AZ | 08/2023 | 12/2023 |
| Charles Schwab & Co., Inc. | Chandler | AZ | 06/2024 | 08/2024 |
| Full Time Education | Avondale | AZ | 08/2024 | 12/2024 |
| Unemployed | Avondale | AZ | 01/2025 | 03/2025 |
| Full Time Education | Avondale | AZ | 05/2022 | 08/2023 |
| Charles Schwab & Co., Inc. | Brea | CA | 04/2025 | Present |
| Full Time Education | Avondale | AZ | 12/2023 | 06/2024 |
| Full Time Education | Avondale | AZ | 07/2016 | 08/2021 |
| Charles Schwab Bank, Ssb | Brea | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
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