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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2021 | 12/2023 |
| Grand Canyon Beverage Company | Phoenix | AZ | 08/2017 | 04/2021 |
| Unemployed | Surprise | AZ | 07/2013 | 08/2017 |
| J.P. Morgan Securities Llc | Tempe | AZ | 01/2024 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 01/2024 | 10/2025 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 10/2025 | Present |
| Charles Schwab & Co., Inc | Phoenix | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-09 |
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