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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-04-17 |
| AZ | RA | APPROVED | 2026-04-16 |
| TX | RA | APPROVED | 2026-04-13 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Phoenix | AZ | 04/2023 | Present |
| Ups | Phoenix | AZ | 10/2022 | 01/2023 |
| Bnb Formula | Charleston | SC | 06/2022 | 09/2022 |
| Personafi | Las Vegas | NV | 09/2020 | 05/2022 |
| Personafi | Las Vegas | NV | 03/2020 | 05/2022 |
| Culinary Dropout | Tempe | AZ | 10/2019 | 03/2020 |
| Unemployed | Phoenix | AZ | 08/2019 | 09/2019 |
| Canyon State Carbonic | Tempe | AZ | 10/2018 | 07/2019 |
| Unemployed | Phoenix | AZ | 07/2018 | 09/2018 |
| Patron Mobile | San Jose | CA | 08/2017 | 06/2018 |
| Unemployed | Phoenix | AZ | 06/2017 | 08/2017 |
| Epic Valet | Phoenix | AZ | 07/2016 | 06/2017 |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-25 |
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