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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Door Dash | Tempe | AZ | 01/2023 | 03/2023 |
| Unemployed | Chandler | AZ | 10/2022 | 01/2023 |
| Chipotle | Tempe | AZ | 06/2020 | 10/2022 |
| Unemployed | Chandler | AZ | 01/2020 | 06/2020 |
| Wendy's | Chandler | AZ | 07/2019 | 01/2020 |
| Unemployed | Chandler | AZ | 01/2019 | 07/2019 |
| The Cheesecake Factory | Chandler | AZ | 02/2018 | 01/2019 |
| Unemployed | Chandler | AZ | 04/2017 | 02/2018 |
| In-N-Out | Chandler | AZ | 06/2016 | 04/2017 |
| Charles Schwab Co., Inc. | Phoenix | AZ | 03/2023 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-26 |
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