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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-23 |
| TX | RA | APPROVED | 2025-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2018 | 07/2021 |
| Arizona State University | Tempe | AZ | 08/2014 | 06/2017 |
| Kahala Brands, Llc | Scottsdale | AZ | 06/2017 | 02/2018 |
| Arizona State University | Tempe | AZ | 02/2018 | 06/2018 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2021 | 04/2024 |
| Morgan Stanley | Tempe | AZ | 04/2025 | Present |
| Unemployed | Scottsdale | AZ | 04/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-26 |
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