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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Arizona State University | Tempe | AZ | 08/2013 | 12/2017 |
| Food City | Phoenix | AZ | 04/2018 | 04/2018 |
| Wells Fargo Bank | Phoenix | AZ | 12/2014 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2018 | 07/2018 |
| Northwestern Mutual Investment Services Llc | Phoenix | AZ | 01/2018 | 07/2018 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2018 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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