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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| FL | RA | APPROVED | 2024-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington Learning Center | Scottsdale | AZ | 05/2018 | 06/2018 |
| Balbec Capital | Scottsdale | AZ | 06/2018 | 07/2018 |
| Stellar Capital Management | Phoenix | AZ | 06/2019 | 07/2019 |
| First Financial Equity Corporation | Scottsdale | AZ | 03/2021 | 05/2021 |
| Friendly Pines Camp | Prescott | AZ | 05/2021 | 07/2021 |
| Captrust | Phoenix | AZ | 05/2022 | 08/2022 |
| Full Time Education | Phoenix | AZ | 08/2016 | 05/2020 |
| Full Time Education | Tempe | AZ | 08/2020 | 12/2023 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2023 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-03 |
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