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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trackman | Scottsdale | AZ | 01/2023 | 05/2023 |
| Terra Sports | Phoenix | AZ | 08/2022 | 08/2023 |
| Northen Colorado Owlz | Windsor | CO | 05/2023 | 07/2023 |
| Unemployed | Phoenix | AZ | 01/2013 | 12/2022 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2023 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 07/2025 | Present |
1) Pivot Baseball LLC | Investment Related:No|21001 N Tatum Blvd STE 1630-454|Phoenix|AZ|85050|United States|Sports/Physical Recreation|Founder|7/4/2024|Less than 20|0|It is a one-person operation. I coach baseball players online, and the only financial type role I play in the company would be just standard bookkeeping. It is not a finance company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-19 |
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