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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona Mentor | Phoenix | AZ | 10/2017 | 02/2021 |
| Quick Trip | Phoenix | AZ | 04/2017 | 06/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 02/2021 | 05/2022 |
| Superior Court Of Arizona In Maricopa County | Phoenix | AZ | 07/2019 | 09/2019 |
| Cortez High School | Phoenix | AZ | 08/2013 | 05/2017 |
| Full Time Education | Phoenix | AZ | 08/2017 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2022 | 05/2025 |
| Full Time Education | Phoenix | AZ | 03/2021 | 06/2022 |
| Bank Of America, N.A. | Phoenix | AZ | 09/2022 | 05/2025 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2025 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-25 |
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