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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-08-24 |
Branch Locations
7719 East Casitas Del Rio Dr., Scottsdale, AZ 85255 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Angeles | CA | 10/2017 | 03/2018 |
| Charles Schwab Bank | Los Angeles | CA | 10/2017 | 03/2018 |
| Unemployed | Los Angeles | CA | 06/2016 | 10/2017 |
| Charles Schwab Bank | Phoenix | AZ | 04/2018 | 09/2018 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 04/2018 | 09/2018 |
| Fidelity Brokerage Services Llc | Scottsdale | AZ | 10/2018 | 08/2019 |
| Unemployed | Scottsdale | AZ | 08/2019 | 07/2020 |
| Raymond James & Associates, Inc. | Scottsdale | AZ | 07/2020 | Present |
| The Producer's Choice Llc | Scottsdale | AZ | 07/2020 | Present |
| Matrix Biologics | Scottsdale | AZ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-12 |
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