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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-31 |
Branch Locations
201 E Washington St, Phoenix, AZ 85004 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2016 | 01/2019 |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 01/2019 | 09/2019 |
| Phoenix Police Department | Phoenix | AZ | 10/2019 | 12/2020 |
| Brooklight Place Securities, Inc. | Fountain Hills | AZ | 12/2020 | 08/2022 |
| Acrylic Financial, Inc. | Fountain Hills | AZ | 12/2020 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-13 |
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