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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Denver | CO | 09/2017 | 08/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 09/2017 | 08/2021 |
| University Of Denver | Denver | CO | 09/2016 | 08/2017 |
| K2 Fund | Denver | CO | 05/2017 | 08/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2021 | Present |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 03/2023 | 10/2024 |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-28 |
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