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Daniel C Boyett

Charles Schwab & Co., Inc.

Scottsdale, AZ

Tucson, AZ

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-03
OR RA APPROVED 2024-07-29
  • AZ RA
    APPROVED
    Since 2025-12-03
  • OR RA
    APPROVED
    Since 2024-07-29

Branch Locations

20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • United States

6401 North Campbell Ave, Tucson, AZ 85718 • 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
Scottrade Vancouver WA 05/2004 09/2018
Td Ameritrade, Inc. Vancouver WA 02/2018 12/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2022
Charles Schwab & Co., Inc. Portland OR 12/2022 Present
Charles Schwab Bank Ssb Portland OR 12/2022 Present
  • 05/2004 → 09/2018
    Scottrade
    Vancouver, WA
  • 02/2018 → 12/2022
    Td Ameritrade, Inc.
    Vancouver, WA
  • 02/2018 → 12/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Portland, OR
  • 12/2022 → Present
    Charles Schwab Bank Ssb
    Portland, OR
Previous Registrations
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Vancouver, WA
    Vancouver, WA
    Vancouver, WA
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Vancouver, WA
  • 2017-02-16 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-16
S63 Uniform Securities Agent State Law Examination 2001-12-06
  • S66 Uniform Combined State Law Examination
    2017-02-16
  • S63 Uniform Securities Agent State Law Examination
    2001-12-06
Other Names
  • Daniel C Boyett
  • Dan Boyett

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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