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14155 N. 83 Ave #144, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-16 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Phoenix | AZ | 06/1999 | 08/2023 |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 01/2012 | 08/2023 |
| Weathability | Tempe | AZ | 10/2023 | 03/2024 |
| Kingdom Financial Group Llc | Peroria | AZ | 03/2024 | Present |
| Fullerton Financial Planning | Peoria | AZ | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-14 |
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