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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-10 |
Branch Locations
11988 El Camino Real Suite 550, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Diego | CA | 10/2020 | Present |
| Arizona Diamondbacks | Phoenix | AZ | 03/2019 | 12/2019 |
| Jl Sports | Branford | CT | 03/2019 | 12/2019 |
| Laboratory 5 | Tempe | AZ | 11/2018 | 03/2019 |
| Nasa Psyche Mobile Application | Tempe | AZ | 09/2018 | 05/2019 |
| Stav Creative | Austin | TX | 06/2018 | 09/2018 |
| Southwest Diagnostic Imaging | Phoenix | AZ | 06/2017 | 08/2017 |
| N/A | Phoenix | AZ | 08/2017 | 06/2018 |
| N/A | Phoenix | AZ | 08/2016 | 06/2017 |
| N/A | Phoenix | AZ | 01/2020 | 09/2020 |
| Schwab Wealth Advisory, Inc. | San Diego | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-30 |
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