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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-06 |
| CA | RA | APPROVED | 2020-05-23 |
Branch Locations
9800 Schwab Way, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2018 | 11/2018 |
| Arizona State University | Tempe | AZ | 08/2012 | 03/2018 |
| Unemployed | Phoenix | AZ | 03/2018 | 08/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 11/2018 | 03/2019 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2018 | 03/2019 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 11/2018 | 03/2019 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 04/2019 | 05/2020 |
| Kforce | Phoenix | AZ | 04/2019 | 06/2019 |
| Usaa Investment Management Company | Phoenix | AZ | 04/2019 | 05/2020 |
| Usaa Financial Planning Services, Inc. | Phoenix | AZ | 06/2019 | 05/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
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