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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2022 | Present |
| Polo Ralph Lauren | Chandler | AZ | 05/2021 | 11/2021 |
| Geico | Gilbert | AZ | 11/2021 | 03/2022 |
| Student | Chandler | AZ | 05/2012 | 01/2021 |
| Top Car Yarde Llc | Chandler | AZ | 02/2018 | 05/2020 |
| Unemployed | Chandler | AZ | 04/2022 | 06/2022 |
| Student | Mesa | AZ | 01/2021 | 04/2021 |
| Full Time Education | York | NE | 06/2020 | 11/2020 |
| Full Time Education | Tempe | AZ | 08/2016 | 01/2018 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 10/2025 | Present |
Top Car Yarde LLC | not investment related | Chandler, Arizona | agent, wholesale car dealer | less than 20 hours per month | approximately 0.5 hours during securities trading hours. Start date 02/24/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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