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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2020 | 01/2022 |
| Vivint Solar | Gilbert | AZ | 03/2020 | 08/2020 |
| Ross Stores Inc | Kaneohe | HI | 01/2020 | 03/2020 |
| Mountain America Credit Union | Gilbert | AZ | 11/2017 | 12/2019 |
| Farnsworth Homes Inc | Gilbert | AZ | 11/2013 | 11/2019 |
| Tabile Llc, "Cups And Cakes" | Mesa | AZ | 06/2017 | 03/2019 |
| Bank Of America | Mesa | AZ | 09/2016 | 10/2017 |
| Northwestern Mutual Investment Services Llc | Gilbert | AZ | 10/2021 | 01/2022 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2022 | 10/2025 |
| Mesa Community College | Mesa | AZ | 08/2013 | 12/2017 |
| Full Time Education | Laie | HI | 01/2020 | 04/2021 |
| Charles Schwab & Co, Inc | Phoenix | AZ | 11/2025 | Present |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-30 |
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