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4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-02 |
Branch Locations
6929 E Greenway Parkway Suite 150, Scottsdale, AZ 85254 • United States
4011 East Sunrise Drive, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2023 | 09/2025 |
| Lululemon Athletica | Tucson | AZ | 10/2022 | 06/2023 |
| University Of Arizona | Tucson | AZ | 08/2022 | 05/2023 |
| Wells Fargo | Newport Beach | CA | 06/2022 | 08/2022 |
| Sonora Investment Management | Scottsdale | AZ | 05/2021 | 08/2021 |
| University Of Arizona | Tucson | AZ | 08/2021 | 05/2022 |
| Unemployed | Tucson | AZ | 05/2020 | 08/2020 |
| University Of Arizona | Tucson | AZ | 08/2019 | 05/2021 |
| Unemployed | Tucson | AZ | 05/2019 | 08/2019 |
| Full-Time Education | Tucson | AZ | 07/2012 | 05/2019 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 08/2023 | 09/2025 |
| Tci Wealth Advisors, Inc. | Scottsdale | AZ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
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