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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-04 |
| AZ | RA | APPROVED | 2020-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2017 | Present |
| Carvana | Tempe | AZ | 08/2014 | 07/2017 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 03/2020 | Present |
Rental Property | Investment Related: Yes | Tempe;AZ | Real Estate (Non-Agent/Broker) | Land Lord | 2022-07-01 | Hours Per Month: Less than 20 | Hours Spent during Security Trading:0 | I have outsourced all the work and I collect a monthly fee from my rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-01 |
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