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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-26 |
Branch Locations
16 Corporate Plaza Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upside Down La | Los Angeles | CA | 04/2023 | 06/2023 |
| Charles Schwab & Co., Inc. | Newport Beach | CA | 09/2024 | Present |
| Orange County Executives And Networkers | Newport Beach | CA | 06/2023 | 09/2023 |
| Windes | Irvine | CA | 08/2022 | 09/2022 |
| Nm Law | Tustin | CA | 06/2021 | 08/2021 |
| Chick-Fil-A | Irvine | CA | 06/2020 | 09/2020 |
| Full Time Education | Los Angeles | CA | 09/2020 | 06/2021 |
| Full Time Education | Los Angeles | CA | 09/2021 | 06/2022 |
| Full Time Education | Los Angeles | CA | 09/2022 | 06/2023 |
| Full Time Education | Los Angeles | CA | 09/2023 | 06/2024 |
| Full Time Education | Newport Beach | CA | 09/2016 | 06/2020 |
| Charles Schwab Bank, Ssb | Newport Beach | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
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