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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kumon | San Jose | CA | 07/2018 | 01/2019 |
| Poki Bowl | San Jose | CA | 07/2019 | 10/2019 |
| Peer Foundation | San Jose | CA | 06/2019 | 07/2019 |
| Gong Cha | San Jose | CA | 10/2021 | 07/2023 |
| Central Computers | Santa Clara | CA | 07/2023 | 08/2024 |
| Charles Schwab & Co, Inc | Campbell | CA | 08/2024 | Present |
| Full Time Education | San Jose | CA | 01/2019 | 06/2019 |
| Insane Ink | San Jose | CA | 08/2019 | 06/2020 |
| Full Time Education | Cupertino | CA | 07/2020 | 10/2021 |
| Full Time Education | San Jose | CA | 06/2014 | 06/2018 |
| Charles Schwab Bank, Ssb | Campbell | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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