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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Partners, Llc | Tempe | AZ | 09/2019 | 12/2019 |
| Voya | Tempe | AZ | 09/2019 | 06/2020 |
| Wally's American Pub N Grill | Phoenix | AZ | 07/2019 | 10/2019 |
| Unemployed | Phoenix | AZ | 05/2019 | 07/2019 |
| Adam F. Press Fitness Center At Colorado College | Colorado Springs | CO | 02/2019 | 05/2019 |
| Colorado College | Colorado Springs | CO | 08/2014 | 05/2019 |
| Morgan Stanley | Gilbert | AZ | 06/2020 | 10/2025 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 11/2025 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
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