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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-23 |
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