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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 | 2024-10-23 |
| AZ | RA | APPROVED | 2022-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 05/2016 | 05/2022 |
| Bank Of America | Scottsdale | AZ | 05/2016 | 06/2017 |
| Bank Of America, N.A. | Phoenix | AZ | 12/2017 | 05/2022 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 05/2022 | Present |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
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