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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Scottsdale | AZ | 09/2011 | 12/2016 |
| State Farm Insurance | Chandler | AZ | 06/2013 | 12/2016 |
| State Farm Vp Management Corp | Chandler | AZ | 06/2013 | 12/2016 |
| State Farm Insurance | Tempe | AZ | 01/2018 | 05/2018 |
| State Farm Insurance | Chandler | AZ | 12/2016 | 12/2017 |
| Mike Kulaski Insurance Agency | Scottsdale | AZ | 06/2018 | 06/2019 |
| State Farm Vp Management Corp | Scottsdale | AZ | 10/2018 | 06/2019 |
| State Farm Investment Management Corp | Scottsdale | AZ | 11/2018 | 06/2019 |
| Edward Jones | St.LOuis | MO | 08/2019 | 07/2021 |
| Charles Schwab & Co. Inc | Phoenix | AZ | 08/2021 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 08/2021 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2010-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-28 |
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