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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-31 |
| CA | RA | APPROVED | 2021-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2013 | 09/2017 |
| Ameriprise Financial Services Inc | Queen Creek | AZ | 09/2017 | 08/2018 |
| Bank Of The West | Tempe | AZ | 08/2018 | 06/2021 |
| Bancwest Investment Services, Inc. | Tempe | AZ | 08/2018 | 06/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2021 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-05 |
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