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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| AZ | RA | APPROVED | 2023-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 09/2013 | 01/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 09/2013 | Present |
| Schwab Wealth Advisory | Phoenix | AZ | 12/2022 | Present |
1) Solo Musician | Investment Related:No|5517 E. Saguaro Vista Dr|Cave Creek|AZ|85331|USA|Performing/Fine Arts|Guitarist and Singer|7/1/2018|Less than 20|0|Providing musical entertainment for individuals hosted by restaurants and coffee houses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-18 |
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