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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Salt Lake City | UT | 01/2020 | 04/2023 |
| Fidelity Brokerage Services, Llc | Phoenix | AZ | 09/2025 | 07/2026 |
| Unemployed | Honolulu | HI | 09/2017 | 10/2019 |
| Academy For Math, Engineering, And Science | Salt Lake City | UT | 08/2013 | 06/2017 |
| Unemployed | Salt Lake City | UT | 08/2025 | 09/2025 |
| Best Buy | Murray | UT | 10/2019 | 01/2023 |
| Unemployed | Salt Lake City | UT | 05/2023 | 07/2023 |
| Fidelity Investments | Salt Lake City | UT | 10/2023 | 08/2025 |
| Vivint Arena | Salt Lake City | UT | 01/2017 | 03/2017 |
| Unemployed | Salt Lake City | UT | 03/2017 | 09/2017 |
| Equitable Advisors, Llc | Cottonwood Heights | UT | 08/2023 | 09/2023 |
| Strategic Advisors, Llc | Phoenix | AZ | 10/2025 | 07/2026 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2026 | Present |
| Charles Schwab Bank | Phoenix | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-08 |
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