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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2012 | 03/2021 |
| Cross Check Consulting, Llc | Scottsdale | AZ | 07/2007 | 07/2020 |
| Fidelity Brokerage Services Llc | Scottsdale | AZ | 03/2021 | 05/2022 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2022 | 10/2023 |
| Grand Canyon University | Phoenix | AZ | 02/2022 | 10/2023 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2023 | Present |
| Schwab Wealth Advisory , Inc. | Phoenix | AZ | 10/2023 | Present |
Grand Canyon University/ Adjunct Faculty / Education/Teach 8 week classes virtually. Engage students in learning course objectives and topics/ Start date 02/01/2022/ Average hours per month less than 20. No invested realated/ public trading company yes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-22 |
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