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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-11
  • CA RA
    APPROVED
    Since 2025-10-11

Branch Locations

16 Corporate Plaza Dr, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full Time Education Mission Viejo CA 06/2016 05/2017
World Elite Gymnastics Rancho Santa Margarita CA 06/2017 03/2021
Bjs Restaurants Laguna Hills CA 05/2021 09/2024
Charles Schwab & Co., Inc. Irvine CA 05/2024 Present
Charles Schwab Bank Irvine CA 05/2024 Present
  • 06/2016 → 05/2017
    Full Time Education
    Mission Viejo, CA
  • 06/2017 → 03/2021
    World Elite Gymnastics
    Rancho Santa Margarita, CA
  • 05/2021 → 09/2024
    Bjs Restaurants
    Laguna Hills, CA
  • 05/2024 → Present
    Irvine, CA
  • 05/2024 → Present
    Charles Schwab Bank
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-25
  • S66 Uniform Combined State Law Examination
    2025-08-25

View on SEC IAPD

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