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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-11-07
  • AZ RA
    APPROVED
    Since 2025-11-07

Branch Locations

3031 West Frye Road Bldg. D, Chandler, AZ 85226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2022 → 04/2023
    Jackson Hewitt
    Mesa, AZ
  • 12/2023 → 09/2024
    Wells Fargo
    Scottsdale, AZ
  • 10/2024 → Present
    Chandler, AZ
  • 05/2023 → 10/2023
    Unemployed
    Tempe, AZ
  • 01/2015 → 12/2021
    Full Time Education
    Tucson, AZ
  • 01/2022 → 10/2022
    Unemployed
    Tempe, AZ
  • 08/2025 → Present
    Charles Schwab Bank
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-06
  • S66 Uniform Combined State Law Examination
    2025-11-06

View on SEC IAPD

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