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Amber L Phillips

Charles Schwab & Co., Inc.

Colorado Springs, CO

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-02-10
  • CO RA
    APPROVED
    Since 2021-02-10

Branch Locations

Colorado Springs, CO • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Usaa Financial Advisors Inc Colorado Springs CO 06/2012 05/2020
Usaa Financial Planning Services Inc Colorado Springs CO 05/2013 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co., Inc. Colorado Springs TX 05/2020 Present
Charles Schwab Bank, Ssb Westlake TX 05/2020 05/2020
  • 06/2012 → 05/2020
    Usaa Financial Advisors Inc
    Colorado Springs, CO
  • 05/2013 → 05/2020
    Usaa Financial Planning Services Inc
    Colorado Springs, CO
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Colorado Springs, TX
  • 05/2020 → 05/2020
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-14
S63 Uniform Securities Agent State Law Examination 2012-07-27
  • S66 Uniform Combined State Law Examination
    2013-09-14
  • S63 Uniform Securities Agent State Law Examination
    2012-07-27

View on SEC IAPD

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