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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 2025-01-10
  • CA RA
    APPROVED
    Since 2025-01-10

Branch Locations

425 Market Street Floor 17, San Francisco, CA 94105 • 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 La Canada Flintridge CA 01/2014 07/2018
Ymca La Canada CA 07/2018 12/2018
Full Time Education Santa Clara CA 01/2019 08/2021
Gorjana Santa Clara CA 08/2021 11/2021
Full Time Education Santa Clara CA 12/2021 05/2022
Gorjana Glendale CA 06/2022 08/2022
Full Time Education Santa Clara CA 09/2022 05/2023
Scratchpay Financial Pasadena CA 06/2023 09/2023
Santa Clara University Santa Clara CA 05/2023 03/2024
Osteostrong San Jose CA 02/2024 06/2024
Unemployed La Crescenta CA 07/2024 10/2024
Charles Schwab & Co., Inc. San Francisco CA 10/2024 Present
Charles Schwab Bank San Francisco CA 10/2025 Present
  • 01/2014 → 07/2018
    Full Time Education
    La Canada Flintridge, CA
  • 07/2018 → 12/2018
    Ymca
    La Canada, CA
  • 01/2019 → 08/2021
    Full Time Education
    Santa Clara, CA
  • 08/2021 → 11/2021
    Gorjana
    Santa Clara, CA
  • 12/2021 → 05/2022
    Full Time Education
    Santa Clara, CA
  • 06/2022 → 08/2022
    Gorjana
    Glendale, CA
  • 09/2022 → 05/2023
    Full Time Education
    Santa Clara, CA
  • 06/2023 → 09/2023
    Scratchpay Financial
    Pasadena, CA
  • 05/2023 → 03/2024
    Santa Clara University
    Santa Clara, CA
  • 02/2024 → 06/2024
    Osteostrong
    San Jose, CA
  • 07/2024 → 10/2024
    Unemployed
    La Crescenta, CA
  • 10/2024 → Present
    San Francisco, CA
  • 10/2025 → Present
    Charles Schwab Bank
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-09
  • S66 Uniform Combined State Law Examination
    2025-01-09

View on SEC IAPD

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