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 2023-06-02
TX RA APPROVED 2019-01-02
CA RA APPROVED 2006-10-19
  • AZ RA
    APPROVED
    Since 2023-06-02
  • TX RA
    APPROVED
    Since 2019-01-02
  • CA RA
    APPROVED
    Since 2006-10-19

Branch Locations

7293 N Scottsdale Rd Suite 107, Scottsdale, AZ 85253 • 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
Charles Schwab & Co., Inc. Phoenix AZ 10/2006 Present
Charles Schwab Bank Phoenix AZ 10/2006 Present
Delve Research Tempe AZ 09/2010 Present
  • 10/2006 → Present
    Phoenix, AZ
  • 10/2006 → Present
    Charles Schwab Bank
    Phoenix, AZ
  • 09/2010 → Present
    Delve Research
    Tempe, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-11
  • S66 Uniform Combined State Law Examination
    2001-12-11
Designations
Other Names
  • Mark Kizer

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