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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2023 | Present |
| Challenger Basic School | Gilbert | AZ | 07/2022 | 06/2023 |
| Sonoran Schools | Chandler | AZ | 07/2019 | 07/2022 |
| Mesa Public Schools | Mesa | AZ | 01/2019 | 07/2019 |
| Brigham Young University-Idaho | Rexburg | ID | 08/2016 | 08/2018 |
| Tlc Services Llc | Mesa | AZ | 08/2016 | 12/2017 |
| Jackson Hole Security | Jackson | WY | 08/2017 | 10/2017 |
| Scrapbook.cOm | Gilbert | AZ | 06/2015 | 12/2016 |
| N/A | Mesa | AZ | 08/2018 | 12/2018 |
1) Ms. Perry's Tutoring and Homeschool Coach | Investment Related:No|Education|Tutor|8/5/2025|Less than 20|0|Vendor for ESA-- to provide tutoring services to the homeschool community as a sole proprietor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-06 |
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