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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-02 |
| CA | RA | APPROVED | 2017-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2017 | Present |
| Sterling Investment Management, Inc. | Tucson | AZ | 07/2014 | 12/2016 |
| Delicious Israel | Tel Aviv | 01/2017 | 05/2017 | |
| Congregation Or Chadash | Tucson | AZ | 08/2012 | 12/2016 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 09/2024 | Present |
Congregation Kehilah, Nonprofit Charitable Organizations, 09/24/2017, Cave Creek, AZ, Teach religious school to 6-8th grade students twice per month. Tutor Bar Mitzvah Students, hours per month less than 20. Start Date = 07-02-19| Madison Place Rental, LLC| Owner| Phoenix, AZ| Hours/Month = Less than 20| My wife owns a condo that we will be renting out. We are moving the property into an LLC and will be joint owners and property managers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-11 |
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