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4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-09-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Tucson | AZ | 01/2014 | 12/2023 |
| Tci Wealth Advisors, Inc. | Tucson | AZ | 07/2024 | Present |
| Unemployed | Tucson | AZ | 12/2023 | 07/2024 |
1) JRBM Properties LLC; not investment-related; Phoenix, AZ; Real Estate/Property Management; Manager and Trustee; started 06/2021; approximately 10 hours per month, zero hours during securities trading hours; manage real estate rental property. 2) JPJM Properties LLC; not investment-related; Tucson, AZ; Real Estate/Property Management; Manager and Trustee; started 05/2024; approximately 10 hours per month, zero hours during securities trading hours; manage real estate rental property. 3) Independent Insurance Agent; not investment-related; started 12/2019; zero hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-08 |
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