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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2021-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. Inc, | Phoenix | AZ | 06/2008 | 03/2020 |
| Charles Schwab Bank | Phoenix | AZ | 03/2018 | 03/2020 |
| Mutual Securities, Inc. | Camarillo | CA | 05/2020 | 01/2021 |
| 1823 Wealth Management, Llc | Phoenix | AZ | 01/2021 | Present |
| Flescher Consulting Services, Llc | Woodland Hills | CA | 07/2022 | Present |
1. Diversified Litigation Support, LLC., Start Date: 04/12/2006, 6736 N 22nd Fl, Phoenix, AZ 85016, Administrative Operations, Member, Not currently an active company, Intent was to provide clerical support and summarize depositions, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 2. Flescher Consulting Services, LLC., Start Date: 08/24/2022, 6736 N 22nd Fl, Phoenix, AZ 85016, Consulting, Not Investment Related, 20 Hours per week, 20 Hours per day during trading hours. Flescher Consulting Services, LLC's main client is Omni Agent Solutions, LLC, Woodland Hills, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-30 |
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