Phillip Earl Campit

Current Employers

Employment History

• 02/2014 → 03/2021
  Charles Schwab & Co., Inc.
  Los Altos, CA
• 04/2021 → 03/2023
  Equitybee Securities Llc
  Palo Alto, CA
• 07/2023 → 12/2024
  Tiaa Financial
  Palo Alto, CA
• 03/2023 → 06/2023
  Unemployed
  Palo Alto, CA
• 01/2025 → 02/2026
  Summitry, Llc
  Foster City, CA
• 02/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2025-02-04 → 2026-02-20
  Summitry, Llc
  Foster City, CA
• 2023-08-25 → 2025-01-14
  Tiaa-Cref Individual & Institutional Services, Llc
  Palo Alto, CA
  San Mateo, CA
• 2013-10-16 → 2021-05-12
  Charles Schwab & Co., Inc.
  Los Altos, CA
  Menlo Park, CA
• 2011-02-24 → 2011-11-08
  Mml Investors Services, Llc
  San Jose, CA

Other Businesses

1. SELF; NOT INVESTMENT-RELATED; SAN MATEO, CA; FOOD BLOGGING; FOOD BLOGGER; START 01/2021; APPROXIMATELY 8 HOURS PER MONTH; APPROXIMATELY 0 HOURS PER MONTH DURING TRADING HOURS; FOOD BLOGGER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-25
• S63 Uniform Securities Agent State Law Examination
  2007-08-01

Other Names

• Phillip Campit
• Phillip Earl Campit
• Phillip E Campit