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Tempe, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Group | Scottsdale | AZ | 10/2007 | 01/2020 |
| Facet Wealth | Baltimore | MD | 01/2020 | 06/2020 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 03/2022 | 06/2025 |
| Charles Schwab | Phoenix | AZ | 03/2022 | 06/2025 |
| Unemployed | Tempe | AZ | 07/2020 | 02/2022 |
| Deborah Wealth Advisory Llc | Tempe | AZ | 02/2026 | Present |
| Sabbatical | Tempe | AZ | 07/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-13 |
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