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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-11 |
| AZ | RA | APPROVED | 2023-11-08 |
Branch Locations
1702 E. Highland Ave Suite 204, Phoenix, AZ 85016 • United States
Phoenix, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2000 | Present |
| Schwab Private Cleint Investment Advisory, Inc. | Phoenix | AZ | 02/2013 | 11/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 11/2023 | Present |
| Cetera Investment Advisers Llc | Phoenix | AZ | 11/2023 | Present |
1. OWNER OF COVINGTON WEALTH STRATEGIES LLC; DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-22 |
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