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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-02 |
Branch Locations
20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-10 |
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