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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-02 |
Branch Locations
16165 North 83Rd Ave Suite #200, Peoria, AZ 85382 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 08/2024 | 05/2025 |
| Full Time Education | Robbinsville | NJ | 09/2014 | 06/2019 |
| Full Time Education | Tempe | AZ | 08/2019 | 05/2021 |
| One Stop Nutrition | Scottsdale | AZ | 05/2021 | 12/2021 |
| Alpen Bluffs Outdoor Resort | Gaylord | MI | 01/2022 | 08/2022 |
| Full Time Education | Tempe | AZ | 08/2022 | 05/2023 |
| Alpen Bluffs Outdoor Resort | Gaylord | MI | 05/2023 | 08/2023 |
| Full Time Education | Tempe | AZ | 08/2023 | 12/2023 |
| State Farm | Tempe | AZ | 02/2024 | 08/2024 |
| Charles Schwab & Co, Inc | Peoria | AZ | 05/2025 | Present |
| Charles Schwab Bank, Ssb | Peoria | AZ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-24 |
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