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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Newark | NJ | 05/2015 | 12/2016 |
| The Prudential Insurance Company Of America | Newark | NJ | 05/2015 | 12/2016 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 11/2016 | 04/2025 |
| Self Employed | Anthem | AZ | 04/2017 | 05/2023 |
| Desert Dogs Baseball | Anthem | AZ | 07/2019 | 05/2023 |
| Pioneer Winter Wonderland | Phoenix | AZ | 12/2024 | 01/2025 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2025 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-06 |
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