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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-01 |
| CA | RA | APPROVED | 2017-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Phoenix | AZ | 07/2014 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 11/2020 | Present |
1) Rover | Investment Related:No|Other|Dog Sitter |6/15/2022|Less than 20|1|I allow people to bring their dog to my home to watch their pet and I am compensated for each night. , 2) House Rental | Investment Related:No|7563 E Lobo Ave|Mesa|AZ|85209|United States |Real Estate (Non-Agent/Broker)|Landlord |10/1/2022|Less than 20|0|Renting my property at 7563 E Lobo Ave Mesa AZ, 85209, 3) TyBo Tennessee Rentals | Investment Related:No|1390 Primm Rd|Ashland City|TN|37015|USA|Real Estate (Non-Agent/Broker)|Landlord |11/17/2025|Less than 20|0|Owning rental used for airbnb, 4) Bohn Voyage Events LLC | Investment Related:No|Sports/Physical Recreation|Owner |8/1/2025|Less than 20|0|Rent out paddleboards for AZ river and lakes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-04 |
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