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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 03/2018 | Present |
| Philippine Savings Bank | Makati City | 03/2015 | 09/2017 | |
| Amazon.cOm | Phoenix | AZ | 12/2017 | 02/2018 |
| Unemployed | Avondale | AZ | 10/2017 | 11/2017 |
| Schwab Wealth Advisory Inc. | Phoenix | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-14 |
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