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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-24 |
| AZ | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2023 | Present |
| Full-Time Education | Scottsdale | AZ | 01/2013 | 02/2018 |
| Between The Lines | Scottsdale | AZ | 02/2018 | 05/2018 |
| Unemployed | Scottsdale | AZ | 05/2018 | 08/2018 |
| Full-Time Education | Tempe | AZ | 08/2018 | 12/2022 |
| Laborjack | Scottsdale | AZ | 02/2020 | 02/2022 |
| Prospera Financial Services Inc | Scottsdale | AZ | 01/2022 | 01/2023 |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 03/2025 | Present |
1) Dane Breslo|Investment Related: No|Internet Services|Ecommerce Sales|12/27/2024|Less than 20 hour/month - 0 during trading hours|I list personal and collectable items on eBay to sell.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-23 |
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