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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-02 |
| CA | RA | APPROVED | 2018-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life | Omaha | NE | 01/2005 | 06/2018 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 02/2005 | 06/2018 |
| Charles Schwab & Co., Inc. | Tucson | AZ | 10/2018 | Present |
| Charles Schwab Bank, Ssb | Tucson | AZ | 10/2018 | Present |
| Unemployed | Tucson | AZ | 06/2018 | 09/2018 |
1) MARY KAY | Investment Related:No|12986 E WILD HORSE CORRAL DR|VAIL|AZ|85641|USA|Personal/Household Services|SENIOR INDEPENDENT BEAUTY CONSULTANT|6/15/1998|Less than 20|0|INDEPENDENT CONTRACTOR. CONSULT WITH CLIENTS TO ADDRESS SKIN CARE AND BEAUTY NEEDS, 2) ZYIA | Investment Related:No|12986 E Wild Horse Corral Dr|Vail|AZ|85641|USA|Personal/Household Services|Independent rep|11/1/2019|Less than 20|0|This an in home business selling premium athletic wear via website, 3) Jaysker Properties LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Member|5/22/2026|Less than 20|0|oversee operations of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-15 |
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