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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-29
  • AZ RA
    APPROVED
    Since 2025-10-29

Branch Locations

4750 E Francisco, Phoenix, AZ 85044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Phoenix AZ 01/2023 Present
Scottsdale Waterfront Residences Scottsdale AZ 08/2018 01/2023
Unemployed Phoenix AZ 02/2018 07/2018
Vector Marketing Scottsdale AZ 06/2017 01/2018
Full-Time Education Phoenix AZ 03/2016 05/2017
Charles Schwab Bank, Ssb Phoenix AZ 03/2026 Present
  • 01/2023 → Present
    Phoenix, AZ
  • 08/2018 → 01/2023
    Scottsdale Waterfront Residences
    Scottsdale, AZ
  • 02/2018 → 07/2018
    Unemployed
    Phoenix, AZ
  • 06/2017 → 01/2018
    Vector Marketing
    Scottsdale, AZ
  • 03/2016 → 05/2017
    Full-Time Education
    Phoenix, AZ
  • 03/2026 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-23
S63 Uniform Securities Agent State Law Examination 2023-05-22
  • S66 Uniform Combined State Law Examination
    2025-10-23
  • S63 Uniform Securities Agent State Law Examination
    2023-05-22

View on SEC IAPD

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