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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-10 |
| 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 | 08/1999 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 01/2012 | Present |
Start Date = 11-25-18| 106 West Villa Theresa Dr,. LLC| Owner and Manager of the LLC| Phoenix, AZ| Hours/Month = Varies| I own and manage the LLC that leases the above property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-04 |
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