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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
8040 South 48Th Street, Phoenix, AZ 85044 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2015 | 05/2025 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2025 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 08/2025 | Present |
1) Simplified Solutions LLC | Investment Related:No||Transport/Storage - Materials|Owner|2001-04-01|Less than 20|0| I owned and managed a small courier business that delivered documents and parcels. To a lesser extent, I provided mobile notary and process service. I was NOT involved providing financial services or providing investment advice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-19 |
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