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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-02 |
| AZ | RA | APPROVED | 2016-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Inspiration, Llc | Scottsdale | AZ | 04/2011 | Present |
| Charles Schwab & Co., Inc | Phoeniz | AZ | 04/2016 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 04/2016 | Present |
1) Creative Inspiration, LLC | Investment Related:No|18984 N 90th Pl|Scottsdale|AZ|85255|USA|Other|Member|4/25/2011|Less than 20|0|This LLC was started by my wife with myself included as a member. This business is related to freelance journalism and project management. It is non-investment related. I spend zero hours per month dedicated to this business and zero during trading hours. This is a non-paid member position.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-11-02 |
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