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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-25 |
| CA | RA | APPROVED | 2021-01-20 |
Branch Locations
20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2020 | Present |
| Charles Schwab Banks, Ssb | Phoenix | AZ | 04/2022 | Present |
| Td Ameritrade Inc. | Scottsdale | AZ | 07/2010 | 12/2022 |
LANDLORD POSITION: Re-re LLC - PARTNER OF LLC WITH MOM NATURE: LANDLORD INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 05/16/2014 ADDRESS: 17047 154TH PL SE, RENTON WA 98058 DESCRIPTION: PUT MY MOMS RENTAL HOUSE IN LLC AND ADDING MYSELF TO HELP HER AS NEEDED.�, I WILL BE PARTNER/MANAGER OF HER LLC WITH HER Name of Outside Business:First Tee - Phoenix; Investment Related:No; Address of Outside Business:Scottsdale, AZ; Nature of Outside Business:Non-profit group; Position:volenteer; Start Date:3/1/2016; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Help teach kids core values though golf and games.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-26 |
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