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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-08 |
| OH | RA | APPROVED | 2017-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2017 | Present |
| Direct Energy | Tempe | AZ | 07/2016 | 10/2016 |
| Unemployed | Medina | OH | 11/2016 | 12/2016 |
| Charles Schwab Bank | Phoenix | AZ | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-21 |
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