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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Cave Creek | AZ | 06/2016 | 02/2017 |
| Barros Pizza | Cave Creek | AZ | 03/2017 | 11/2017 |
| Unemployed | Cave Creek | AZ | 12/2017 | 03/2018 |
| Nekter Juice Bar | Phoenix | AZ | 04/2018 | 05/2019 |
| The Finders | Scottsdale | AZ | 05/2019 | 09/2022 |
| Nekter Juice Bar | Tempe | AZ | 01/2021 | 02/2022 |
| Theater X | Scottsdale | AZ | 05/2022 | 07/2022 |
| Unemployed | Cave Creek | AZ | 07/2022 | 02/2023 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 02/2023 | Present |
| Judge Group | Phoenix | AZ | 01/2021 | 02/2022 |
| Charles Schwab Bank | Phoenix | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
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