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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Glendale | CA | 10/2024 | 06/2025 |
| New York Life Insurance Co | Glendale | CA | 05/2024 | 06/2025 |
| Unemployed | Seal Beach | CA | 11/2023 | 04/2024 |
| Bandcamp Llc | Seal Beach | CA | 04/2021 | 10/2023 |
| Justworks | New York | NY | 08/2019 | 03/2021 |
| Robert Half | Seattle | WA | 12/2018 | 05/2019 |
| Anchorhead Coffee | Seattle | WA | 08/2018 | 12/2018 |
| Nordstrom | Seattle | WA | 06/2018 | 08/2018 |
| Full Time Education | Seattle | WA | 06/2016 | 06/2018 |
| Charles Schwab & Co., Inc. | Torrance | CA | 06/2025 | Present |
| Charles Schwab Bank, Ssb | Torrance | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-27 |
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