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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-04 |
| AZ | RA | APPROVED | 2018-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2015 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 04/2018 | Present |
1) Savvy Choice LLC|Investment Related: No|E-commerce|Co-owner|9/3/2024|Less than 20 hour/month - 0 during trading hours|Wife is primary owner, but I am partnering with her to start a Fulfillment by Amazon (FBA) business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-23 |
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