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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-25 |
Branch Locations
2423 E Lincoln Drive, Phoenix, AZ 85016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bobby Q | Phoenix | AZ | 02/2015 | 05/2017 |
| Farmers Insurance | Phoenix | AZ | 04/2017 | 02/2023 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 02/2023 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 06/2026 | Present |
1) Bobby Q's Catering|Investment Related: No|8501 N 27th Ave, Phoenix, AZ, 85051, United States|Restaurant/Food Services|Caterer|10/1/2023|20-40 hour/month - 0 during trading hours|Load up catering vans with food and bring it to the wedding/party location. Set up buffet style dinner and monitor/stock food as well as bus tables until time comes to break down and load back up into van to go back to Bobby Q's. No financial services or investment related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-21 |
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