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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-23 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
8679 E. San Alberto Dr, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2019 | 04/2026 |
| Pathway Arizona Realty | Mesa | AZ | 01/2018 | 06/2019 |
| Scrapbook.cOm | Gilbert | AZ | 02/2017 | 01/2018 |
| Arizona State University | Tempe | AZ | 07/2016 | 02/2017 |
| Schwab Wealth Advisory | Phoenix | AZ | 08/2022 | 03/2026 |
| Concurrent Investment Advisors, Llc | Scottsdale | AZ | 04/2026 | Present |
| The Wealth Stewards | Scottsdale | AZ | 04/2026 | Present |
The Wealth Stewards; Investment Related: Yes; 8679 E. San Alberto Dr, Scottsdale AZ 85258; Support Company/DBA; Relationship Manager; 04/2026; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services and general business administration is conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-21 |
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