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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-01 |
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. | Peoria | AZ | 03/2021 | Present |
| United States Air Force | Moody Afb/Valdosta | GA | 09/2012 | 09/2018 |
| University Of West Florida | Pensacola | FL | 08/2018 | 12/2020 |
| Charles Schwab Bank, Ssb | Peoria | AZ | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-22 |
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