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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
21370 Hawthorne Blvd, Torrance, CA 90503 • United States
2361 Rosecrans Avenue Suite 150, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Manhattan Beach | CA | 01/2015 | 07/2019 |
| Full Time Education | Los Angeles | CA | 08/2019 | 07/2023 |
| Full Time Education | Villanova | PA | 08/2023 | 08/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 09/2024 | 09/2024 |
| Thrivent Financial | Appleton | WI | 10/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | El Segundo | CA | 01/2025 | Present |
| Charles Schwab Bank, Ssb | El Segundo | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-06 |
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