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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-25 |
| AZ | RA | APPROVED | 2025-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Phoenix | AZ | 07/2016 | 08/2019 |
| Plannet Marketing Company | Atlanta | GA | 06/2019 | 07/2019 |
| Raymond James Financial Services, Inc. | Flower Mound | TX | 08/2019 | 09/2021 |
| Glen D Smith & Associates | Flower Mound | TX | 08/2019 | 07/2023 |
| Raymond James Financial Services Advisor, Inc. | Flower Mound | TX | 08/2019 | 09/2021 |
| Cetera Advisors, Llc. | St Cloud | MN | 09/2023 | 05/2025 |
| Cornerstone Financial Advisors, Llc | Idaho Falls | ID | 09/2023 | 05/2025 |
| Cetera Investment Advisors, Llc. | Schaumburg | IL | 03/2024 | 05/2025 |
| Charles Schwab & Co, Inc | Phoenix | AZ | 09/2025 | Present |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 09/2025 | Present |
| Unemployed | Gilbert | AZ | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-22 |
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