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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2017 | 01/2026 |
| Self Employed | Phoenix | AZ | 01/2013 | 08/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2026 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-19 |
| S65 | Uniform Investment Adviser Law Examination | 2003-11-25 |
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