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Burke Adams Fortner

Charles Schwab & Co., Inc.

Phoenix, 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 2024-10-28
  • AZ RA
    APPROVED
    Since 2024-10-28

Branch Locations

4750 E Francisco, Phoenix, AZ 85044 • 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 07/2022 Present
The Keg Steakhouse & Bar Tempe AZ 10/2021 04/2022
Northwestern Mutual Gilbert AZ 06/2020 02/2021
Rozi's Wine House Lakewood OH 11/2018 01/2019
Arizona State University Tempe AZ 08/2018 05/2022
Student Lakewood OH 01/2015 05/2018
Charles Schwab Bank, Ssb Phoenix AZ 01/2025 Present
  • 07/2022 → Present
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 10/2021 → 04/2022
    The Keg Steakhouse & Bar
    Tempe, AZ
  • 06/2020 → 02/2021
    Northwestern Mutual
    Gilbert, AZ
  • 11/2018 → 01/2019
    Rozi's Wine House
    Lakewood, OH
  • 08/2018 → 05/2022
    Arizona State University
    Tempe, AZ
  • 01/2015 → 05/2018
    Student
    Lakewood, OH
  • 01/2025 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-25
S63 Uniform Securities Agent State Law Examination 2022-12-15
  • S66 Uniform Combined State Law Examination
    2024-10-25
  • S63 Uniform Securities Agent State Law Examination
    2022-12-15
Other Names
  • Burke A Fortner
  • Burke Fortner

View on SEC IAPD

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