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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co Inc | Phoenix | AZ | 06/2022 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 06/2022 | 01/2025 |
| Student Accessibility And Inclusive Learning Services | Tempe | AZ | 09/2020 | 04/2022 |
| M Group And Associates | Tempe | AZ | 05/2021 | 08/2021 |
| Jimmy John's | Tempe | AZ | 08/2019 | 04/2020 |
| Aspen Valley Country Club | Flagstaff | AZ | 03/2017 | 09/2018 |
| North Pole Experience | Flagstaff | AZ | 11/2016 | 01/2017 |
| N/A | Tempe | AZ | 04/2020 | 09/2020 |
| N/A | Tempe | AZ | 09/2018 | 08/2019 |
| N/A | Flagstaff | AZ | 07/2012 | 11/2016 |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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