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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| AZ | RA | APPROVED | 2024-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metromile | Tempe | AZ | 04/2016 | 06/2017 |
| Busy Bees Babysitting | Phoenix | AZ | 02/2016 | 01/2023 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2017 | 02/2024 |
| Charles Schwab & Co., Inc | Francisco | AZ | 02/2024 | Present |
| Schwab Wealth Advisor Inc. | Francisco | AZ | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-11 |
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