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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 08/2019 | 09/2021 |
| One2One Wealth Strategies | Glendale | AZ | 01/2019 | 06/2019 |
| The Boeing Company | Mesa | AZ | 05/2018 | 07/2019 |
| The M Group & Associates | Tempe | AZ | 01/2017 | 05/2017 |
| New Student & Family Programs - Arizona State University | Tempe | AZ | 10/2015 | 04/2019 |
| Arizona State University | Tempe | AZ | 08/2015 | 05/2019 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 09/2021 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-15 |
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