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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Jackson Hewitt | Mesa | AZ | 11/2022 | 04/2023 |
| Wells Fargo | Scottsdale | AZ | 12/2023 | 09/2024 |
| Charles Schwab & Co., Inc. | Chandler | AZ | 10/2024 | Present |
| Unemployed | Tempe | AZ | 05/2023 | 10/2023 |
| Full Time Education | Tucson | AZ | 01/2015 | 12/2021 |
| Unemployed | Tempe | AZ | 01/2022 | 10/2022 |
| Charles Schwab Bank | Chandler | AZ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-06 |
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