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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2014 | 09/2020 |
| Robinhood Financial, Llc | Menlo Park | CA | 02/2021 | 08/2023 |
| Bandera Healthcare | Tucson | AZ | 10/2020 | 01/2021 |
| Fidelity Investments | Peoria | AZ | 08/2023 | 05/2024 |
| Fidelity Investments | Peoria | AZ | 03/2025 | 05/2025 |
| Fidelity Investments | Peoria | AZ | 05/2024 | 05/2025 |
| Charles Schwab & Co, Inc | Phoenix | AZ | 05/2025 | Present |
| Charles Schwab Bank, Ssb | Leesburg | VA | 05/2025 | 05/2026 |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-20 |
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