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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-07 |
| CA | RA | APPROVED | 2021-11-16 |
Branch Locations
7293 N Scottsdale Rd Suite 107, Scottsdale, AZ 85253 • United States
3031 West Frye Road Bldg. D, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 02/2019 | Present |
| Oreganos Pizza Bistro | Tempe | AZ | 07/2014 | 12/2016 |
| Experis Care | Tempe | AZ | 01/2017 | 03/2017 |
| Grimaldis | Scottsdale | AZ | 03/2017 | 09/2017 |
| Arizona Grand Resort | Mesa | AZ | 05/2017 | 07/2017 |
| Oreganos Pizza Bistro | Tempe | AZ | 07/2017 | 09/2018 |
| Upward Projects : Joyride | Gilbert | AZ | 08/2018 | 02/2019 |
| Conceptually Social | Phoenix | AZ | 03/2018 | 07/2021 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 09/2021 | Present |
1) Rental Property | Investment Related:No|2817 E IMPALA AVE |MESA|AZ|85204|UNITED STATES|Real Estate (Non-Agent/Broker)|Landlord|1/7/2026|Less than 20|0|RENTING OUT HOME, MOVED IN WITH SIGNIFICANT OTHER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-18 |
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