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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-12 |
| AZ | RA | APPROVED | 2012-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 09/2009 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 01/2012 | Present |
1) Phoenix Delta Gamma | Investment Related:No|Other|VP Membership|6/1/2025|Less than 20|0|It is a social alumnae sorority organization and my role is to engage Delta Gamma's in the area to join.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-20 |
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