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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-08-11
  • WI RA
    APPROVED
    Since 2026-08-11

Branch Locations

305 S Moorland Road, Brookfield, WI 53005 • 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
Full-Time Education Phoenix AZ 01/2013 12/2022
I9 Sports Scottsdale AZ 03/2019 08/2019
Fiesta Bowl Scottsdale AZ 12/2019 06/2020
Coal Creek Consulting Scottsdale AZ 06/2022 12/2022
Charles Schwab & Co., Inc. Brookfield WI 01/2023 Present
Fiesta Bowl Scottsdale AZ 11/2020 06/2021
Fiesta Bowl Scottsdale AZ 12/2021 06/2022
Charles Schwab Bank, Ssb Brookfield WI 11/2025 Present
  • 01/2013 → 12/2022
    Full-Time Education
    Phoenix, AZ
  • 03/2019 → 08/2019
    I9 Sports
    Scottsdale, AZ
  • 12/2019 → 06/2020
    Fiesta Bowl
    Scottsdale, AZ
  • 06/2022 → 12/2022
    Coal Creek Consulting
    Scottsdale, AZ
  • 01/2023 → Present
    Brookfield, WI
  • 11/2020 → 06/2021
    Fiesta Bowl
    Scottsdale, AZ
  • 12/2021 → 06/2022
    Fiesta Bowl
    Scottsdale, AZ
  • 11/2025 → Present
    Charles Schwab Bank, Ssb
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-08
S63 Uniform Securities Agent State Law Examination 2023-06-23
  • S66 Uniform Combined State Law Examination
    2025-04-08
  • S63 Uniform Securities Agent State Law Examination
    2023-06-23

View on SEC IAPD

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