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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-09 |
| CA | RA | APPROVED | 2023-03-10 |
Branch Locations
16165 North 83Rd Ave Suite #200, Peoria, AZ 85382 • United States
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 | 05/2021 | Present |
| Miller Sports Construction | Riverbank | CA | 06/2018 | 08/2020 |
| Grand Canyon University | Phoenix | AZ | 08/2020 | 04/2021 |
| Grand Canyon University | Phoenix | AZ | 09/2017 | 04/2021 |
| N/A | Modesto | CA | 08/2011 | 08/2017 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-24 |
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