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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2023 | Present |
| Full-Time Education | Tempe | AZ | 08/2016 | 05/2017 |
| Anytime Fitness | Hartland | WI | 12/2016 | 12/2016 |
| Bullwinkles | Brookfield | WI | 05/2017 | 08/2017 |
| Anytime Fitness | Hartland | WI | 05/2017 | 08/2017 |
| Full-Time Education | Tempe | AZ | 08/2017 | 05/2018 |
| J Crew | Scottsdale | AZ | 10/2017 | 02/2018 |
| Casa | Tempe | AZ | 03/2018 | 09/2018 |
| Full-Time Education | Tempe | AK | 08/2018 | 05/2019 |
| Casa Amigos | Scottsdale | AZ | 09/2018 | 04/2019 |
| Blueyonder | Scottsdale | AZ | 05/2019 | 05/2020 |
| Full-Time Education | Tempe | AZ | 08/2019 | 05/2020 |
| Collabera | Tempe | AZ | 06/2020 | 04/2021 |
| Nationstar Morgage Llc | Chandler | AZ | 05/2021 | 11/2022 |
| Addressable | Scottsdale | AZ | 12/2022 | 03/2023 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-16 |
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