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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Peoria | AZ | 04/2023 | 06/2024 |
| Wilde Wealth Management Group And Cetera Advisors | Scottsdale | AZ | 12/2021 | 03/2023 |
| Ohso Brewery And Distillery | Phoenix | AZ | 08/2022 | 01/2024 |
| Full Time Education | Tempe | AZ | 08/2014 | 05/2018 |
| Nationwide Financial | Scottsdale | AZ | 02/2021 | 11/2021 |
| Innosource | Dublin | OH | 08/2020 | 02/2021 |
| First Financial Equity Corporation | Scottsdale | AZ | 05/2018 | 08/2020 |
| The Vig Fillmore | Phoenix | AZ | 04/2018 | 10/2018 |
| Pedal Haus Brewery | Tempe | AZ | 06/2017 | 04/2018 |
| James Huckabee | Durham | NC | 06/2024 | 10/2025 |
| Charles Irvin | Durham | NC | 06/2024 | 10/2025 |
| Northwestern Mutual Investment Services Llc | Durham | NC | 06/2024 | 10/2025 |
| William Newton | Durham | NC | 08/2024 | 10/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2024 | 10/2025 |
| Andrew Bernstein | Durham | NC | 01/2025 | 10/2025 |
| Ohso Brewery And Distillery | Phoenix | AZ | 05/2018 | 03/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 11/2025 | Present |
| Schwab Wealth Advisory Inc. | Phoenix | AZ | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-07 |
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