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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
| AZ | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Gilbert | AZ | 08/2014 | 05/2018 |
| Panera Bread | Chandler | AZ | 09/2017 | 01/2019 |
| N/A | Chandler | AZ | 08/2018 | 08/2020 |
| P. F. Changs | Chandler | AZ | 01/2019 | 05/2019 |
| N/A | Tempe | AZ | 08/2020 | 12/2022 |
| Microchip Technology | Chandler | AZ | 02/2021 | 05/2021 |
| Tryst Cafe | Chandler | AZ | 05/2021 | 10/2021 |
| Rnr Gastropub | Scottsdale | AZ | 11/2021 | 01/2023 |
| Toca Madera | Scottsdale | AZ | 11/2022 | 03/2023 |
| Pour Decisions | Scottsdale | AZ | 03/2023 | 04/2023 |
| N/A | Tempe | AZ | 04/2023 | 05/2023 |
| The W | Scottsdale | AZ | 05/2023 | 07/2023 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2023 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-25 |
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