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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-19 |
| AZ | RA | APPROVED | 2025-12-18 |
| TX | RA | APPROVED | 2025-12-17 |
Branch Locations
2423 E Lincoln Drive, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Glendale | AZ | 06/2013 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 01/2021 | 08/2024 |
| Schwab Wealth Advisory, Inc, | Glendale | AZ | 12/2025 | Present |
1) AZ Apex Sports Group LLC | Investment Related:No|Sports/Physical Recreation|Owner/Coach/Instructor|6/22/2026|Less than 20|0|Founder, sole owner, and coach of a youth sports organization focused on youth flag football teams, camps, clinics, and tournament participation. Responsibilities include business administration, registration management, scheduling, budgeting, sponsorship coordination, equipment and uniform purchases, tournament planning, marketing, and coaching activities. Compensation, if any, is derived from player registration fees, sponsorships, camps, clinics, and related youth sports activities. No securities-related activities, investment advisory services, financial planning services, insurance activities, client referrals, or solicitation of investment business are conducted through this organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-20 |
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