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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Phoenix | AZ | 01/2022 | 01/2024 |
| Jpmorgan Chase Bank, N.A. | Phoenix | AZ | 01/2022 | 01/2024 |
| Apple Inc | Albuquerque | NM | 11/2021 | 02/2022 |
| U.S. Bank | Albuquerque | NM | 06/2021 | 12/2021 |
| Wells Fargo | Fort Collins | CO | 12/2017 | 06/2021 |
| Russell Cellular | Windsor | CO | 11/2017 | 12/2017 |
| Simply Mac | Greeley | CO | 02/2017 | 10/2017 |
| Sprouts Farmers Market | Greeley | CO | 12/2016 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Phoenix | AZ | 01/2024 | 08/2025 |
| Wells Fargo Bank, Na | Phoenix | AZ | 01/2024 | 08/2025 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2025 | 07/2026 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 09/2025 | 07/2026 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 09/2025 | 07/2026 |
| N/A | Greeley | CO | 08/2012 | 12/2016 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2026 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-16 |
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