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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 | 2022-10-18 |
Branch Locations
4750 E Francisco, Phoenix, AZ 85044 • United States
6350 N. 24Th Street, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Scottsdale | AZ | 01/2005 | 02/2018 |
| Td Ameritrade, Inc. | Chandler | AZ | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Chandler | AZ | 02/2018 | 12/2020 |
| Mufg Union Bank | Tempe | AZ | 04/2021 | 09/2022 |
| N/A | Scottsdale | AZ | 01/2021 | 04/2021 |
| Charles Schwab & Co., Inc. | Peoria | AZ | 09/2022 | 04/2026 |
| Charles Schwab Bank, Ssb | Peoria | AZ | 09/2022 | 04/2026 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2026 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 04/2026 | Present |
1) Self / Owner | Investment Related:No|23864 N 38th Ln|Glendale|AZ|85310|USA|Real Estate (Non-Agent/Broker)|Landlord|8/7/2013|Less than 20|0|Own a rental house at 23864 N 38th Ln, Glendale, AZ 85310. I have a management company that does the day-to-day management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-25 |
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