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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-09 |
| AZ | RA | APPROVED | 2023-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 09/2009 | Present |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 07/2015 | 02/2021 |
| Schwab Wealth Advisory | Phoenix | AZ | 01/2023 | Present |
1) David York Rental Property | Investment Related:No|4232 N. 44th Street|Phoenix|AZ|85018|USA|Real Estate (Non-Agent/Broker)|Property Owner|1/3/2011|Less than 20|0|This is our previous primary residence which we now have a renter., 2) Life Coaching | Investment Related:No|Other|Life Coach|5/26/2022|Less than 20|0|I provide 1 on 1 life-coaching experience to clients struggling in the areas of their personal relationships and current physical health goals. In the coaching sessions, we discuss their current situation, the vision of their life in these areas, and the beliefs they hold towards their personal relationships and their health that are not serving them and then examine what new beliefs better fit their vision to encourage forward movement towards deeper personal relationships and better physical health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-16 |
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