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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| AZ | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2017 | Present |
| Outbound Engine | Scottsdale | AZ | 09/2016 | 03/2017 |
| Monarch Publishing Group | Mansfield | TX | 08/2016 | 03/2017 |
| Dick's Sporting Goods | Phoenix | AZ | 03/2017 | 04/2017 |
| Lyft | San Francisco | CA | 07/2016 | 03/2017 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 10/2019 | 10/2025 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 10/2025 | Present |
1) Twitch | Investment Related:No|350 Bush St 2nd Floor|San Francisco|CA|94104|USA|Internet Services|Affiliate|6/28/2020|More than 40|0|Online entertainment platform. Streaming video games to x amount of viewers on any given day to go live. Compensation comes from many sources of viewers., 2) Amazon | Investment Related:No|410 Terry Ave N|Seattle|WA|98109|United States|Internet Services|Affiliate |6/12/2023|Less than 20|0|Affiliate marketing through online content production related to sports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-09 |
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