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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Phoenix | AZ | 05/2026 | Present |
| Equitable Advisors, Llc | New York | NY | 07/2023 | Present |
| Unemployed | Peoria | AZ | 07/2013 | 08/2019 |
| University Of Arizona | Tuscon | AZ | 08/2021 | 05/2023 |
| Svn Desert Commercial Advisors | Tempe | AZ | 05/2021 | 08/2021 |
| Aston Carter | Phoenix | AZ | 05/2022 | 08/2022 |
| University Of Arizona | Tuscon | AZ | 08/2019 | 05/2023 |
| Aston Carter | Phoenix | AZ | 05/2022 | 08/2022 |
| Equitable Advisors | Scottsdale | AZ | 05/2023 | 08/2023 |
| Svn Desert Commercial Advisors | Phoenix | AZ | 05/2021 | 08/2021 |
| University Of Arizona | Tucson | AZ | 08/2021 | 05/2023 |
| Full Time Education | Tuscon | AZ | 08/2019 | 05/2023 |
| Full Time Education | Peoria | AZ | 05/2013 | 08/2019 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-18 |
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