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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2023 | Present |
| Full-Time Education | Phoenix | AZ | 08/2015 | 04/2019 |
| Navajo Department Of Workforce Development | Window Rock | AZ | 05/2017 | 08/2017 |
| Tuba City Regional Health Care | Tuba City | AZ | 07/2018 | 07/2018 |
| Grand Canyon University | Phoenix | AZ | 09/2018 | 04/2019 |
| Extended Travel | Tuba City | AZ | 06/2019 | 07/2019 |
| Chipotle | Phoenix | AZ | 08/2019 | 09/2020 |
| Amazon.cOm Inc | Seattle | WA | 03/2020 | 10/2021 |
| Caris Life Sciences | Phoenix | AZ | 09/2020 | 11/2020 |
| Community Outreach & Patient E | Gallup | NM | 11/2020 | 04/2021 |
| Unemployed | Phoenix | AZ | 05/2021 | 07/2021 |
| Road Runner Sports | Tempe | AZ | 08/2021 | 12/2021 |
| Jfq Lending | Scottsdale | AZ | 12/2021 | 11/2022 |
| Prosperity Home Mortgage | Chantilly | VA | 11/2022 | 04/2023 |
| Schwab Wealth Advsiory Inc. | Phoenix | AZ | 08/2025 | Present |
Pour Masters & Simply Servers|Investment Related:No|Restaurant/Food Services|Bartender|2025-03-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Servicing customers via bartending.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
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