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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-10-25 |
| TX | RA | APPROVED | 2021-10-21 |
Branch Locations
2425 E Camelback Rd Ste 1050, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 09/2014 | 12/2019 |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 04/2016 | 12/2019 |
| Comerica Securities | Dallas | TX | 12/2019 | 10/2021 |
| Wells Fargo Clearing Services, Llc | Phoenix | AZ | 10/2021 | Present |
COMMERCIAL RENTAL PROPERTY, INV RELATED, PORT CLINTON, OH, 50% OWNERSHIP, START 8/1/2022, 8 HOURS PER MONTH, ZERO HOURS DURING TRADING. | RENTAL PROPERTY; INVESTMENT RELATED; 100% OWNERSHIP; START DATE 10/01/25; 2 HOURS PER MONTH 0 DURING TRADING |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-22 |
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