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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-14 |
| CA | RA | APPROVED | 2025-11-13 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 04/2017 | 08/2017 |
| Randstad/Charles Schwab | Phoenix | AZ | 04/2016 | 05/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2021 | 01/2022 |
| Connectforce / Top Flight Management | Glendale | AZ | 10/2018 | 03/2020 |
| Unemployed | Glendale | AZ | 04/2020 | 07/2021 |
| Unemployed | Glendale | AZ | 09/2017 | 10/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 10/2022 | 03/2023 |
| Tiaa | Denver | CO | 10/2022 | 03/2023 |
| Unemployed | Glendale | AZ | 02/2022 | 09/2022 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 07/2021 | 01/2022 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 04/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 08/2025 | Present |
| Unemployed | Glendale | AZ | 04/2023 | 07/2023 |
| Debes Mutual | Phoenix | AZ | 08/2023 | 02/2025 |
| Unemployed | Glendale | AZ | 03/2025 | 07/2025 |
| Wells Fargo | Glendale | AZ | 08/2018 | 08/2018 |
| East Valley Yamaha | Denver | CO | 06/2022 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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