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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-03 |
| TX | RA | APPROVED | 2026-01-03 |
| IN | RA | APPROVED | 2022-06-02 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Mattawan, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Camas | WA | 05/2016 | 06/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2017 | 12/2020 |
| Facet Wealth | Baltimore | MD | 12/2020 | 09/2021 |
| Facet Wealth | Fishers | IN | 09/2021 | 05/2022 |
| Charles Schwab & Co., Inc. | Fishers | IN | 05/2022 | Present |
1) Copper Arrowz Creations LLC | My spouse makes and sells clothing online. I assist in the making of products or bookkeeping of the business | Less than 20 hrs monthly | no business during trading hours | start date 07/01/2019 2) Unsalted Coast Trading Post|Investment Related:No|Retail|Owner|2025-08-01|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|I resell items online
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-20 |
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