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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 |
| TX | RA | APPROVED_RES | 2020-01-08 |
| CA | RA | APPROVED | 2017-06-26 |
Branch Locations
20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • United States
16165 North 83Rd Ave Suite #200, Peoria, AZ 85382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Scottsdale | AZ | 09/2013 | Present |
| Comfort Keepers | Scottsdale | AZ | 11/2014 | Present |
| Charles Schwab Bank | Scottsdale | AZ | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-21 |
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