Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-09-02
  • AZ RA
    APPROVED
    Since 2025-09-02

Branch Locations

20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Watch Scottsdale AZ 06/2023 12/2023
Elite Home Advisors Mesa AZ 05/2022 10/2023
Olive Garden Phoenix AZ 02/2019 05/2022
Unemployed Phoenix AZ 08/2018 02/2019
Fed Ex Henderson CO 05/2018 08/2018
Heidis Brooklyn Deli Brighton CO 02/2016 05/2018
Charles Schwab & Co., Inc. Scottsdale AZ 12/2023 Present
Charles Schwab Bank, Ssb Scottsdale AZ 12/2025 Present
  • 06/2023 → 12/2023
    First Watch
    Scottsdale, AZ
  • 05/2022 → 10/2023
    Elite Home Advisors
    Mesa, AZ
  • 02/2019 → 05/2022
    Olive Garden
    Phoenix, AZ
  • 08/2018 → 02/2019
    Unemployed
    Phoenix, AZ
  • 05/2018 → 08/2018
    Fed Ex
    Henderson, CO
  • 02/2016 → 05/2018
    Heidis Brooklyn Deli
    Brighton, CO
  • 12/2023 → Present
    Scottsdale, AZ
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-04-10
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-04-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor