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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-22 |
| TX | RA | APPROVED | 2023-06-16 |
Branch Locations
20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2020 | Present |
| Turning Point Usa | Phoenix | AZ | 02/2020 | 06/2020 |
| Liftable Media | Anthem | AZ | 04/2019 | 09/2019 |
| Grand Canyon Education | Phoenix | AZ | 09/2019 | 01/2020 |
| La Fitness | Phoenix | AZ | 10/2018 | 04/2019 |
| Red Rooster Bar And Restaurant | Long Lake | MN | 05/2018 | 08/2018 |
| Phoenix Country Club | Phoenix | AZ | 09/2017 | 12/2017 |
| Nekter Juice Bar | Phoenix | AZ | 02/2018 | 04/2018 |
| Interlachen Country Club | Minneapolis | MN | 05/2017 | 09/2017 |
| Grand Canyon University | Phoenix | AZ | 09/2016 | 04/2017 |
| Caribou Coffee | Plymouth | MN | 02/2016 | 09/2016 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-11 |
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