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2040 Main Street Suite 720, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-02-21 |
Branch Locations
1643 E Bethany Home Road, Phoenix, AZ 85016 • United States
2040 Main Street Suite 720, Irvine, CA 92614 • United States
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 |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 08/2016 | 06/2017 |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 06/2017 | 07/2019 |
| Scwhab Wealth Advisory, Inc | Phoenix | AZ | 07/2019 | 02/2021 |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 02/2021 | 09/2023 |
| Benefit Financial Services Group | Phoenix | AZ | 01/2024 | Present |
| Unemployed | Phoenix | AZ | 10/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-30 |
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