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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 |
|---|---|---|---|---|
| Fidelity Investments | Monterey | CA | 01/2024 | 04/2025 |
| U.S. Bank | Monterey | CA | 08/2023 | 01/2024 |
| Starbucks | Monterey | CA | 01/2021 | 08/2023 |
| Cherokee Farms Rv Center | Foley | AL | 10/2020 | 01/2021 |
| Kindred Healthcare | Clayton | MO | 10/2019 | 04/2020 |
| Starbucks | Hazelwood | MO | 08/2015 | 10/2019 |
| Unemployed | Saint Louis | MO | 04/2020 | 10/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Charles Schwab & Co, Inc | Phoenix | AZ | 04/2025 | Present |
| Charles Schwab Bank, Ssb | Soquel | CA | 04/2025 | 07/2026 |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
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