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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
Branch Locations
495 Grand Boulevard Suite 322, Miramar Beach, FL 32550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2021 | 06/2026 |
| Zipps Sports Grill | Scottsdale | AZ | 06/2020 | 03/2021 |
| Full Time Education | Flagstaff | AZ | 08/2019 | 12/2020 |
| Full Time Education | Tempe | AZ | 01/2019 | 05/2019 |
| Full Time Education | Pomona | CA | 08/2018 | 12/2018 |
| Full Time Education | Scottsdale | AZ | 08/2015 | 05/2018 |
| Liberty Station | Scottsdale | AZ | 12/2017 | 08/2019 |
| Black Mountain Tavern | Cave Creek | AZ | 06/2016 | 12/2017 |
| Lululemon | Scottsdale | AZ | 10/2016 | 12/2016 |
| Grid Iron Flag Football | Phoenix | AZ | 08/2016 | 04/2017 |
| Vanguard Marketing Corporation | Malvern | PA | 01/2021 | 06/2026 |
| Vanguard Advisers | Malvern | PA | 07/2025 | 06/2026 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2026 | Present |
| Charges Schwab Bank | Miramar Beach | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-22 |
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