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Matthew Rafael Goldman

Charles Schwab & Co., Inc.

Peoria, 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 2024-09-04
  • AZ RA
    APPROVED
    Since 2024-09-04

Branch Locations

16165 North 83Rd Ave Suite #200, Peoria, AZ 85382 • 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 04/2021 Present
Yard House Scottsdale AZ 07/2018 04/2021
Jurupa Community Services District Eastvale CA 09/2016 07/2018
Charles Schwab Bank Phoenix AZ 07/2024 Present
  • 04/2021 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 07/2018 → 04/2021
    Yard House
    Scottsdale, AZ
  • 09/2016 → 07/2018
    Jurupa Community Services District
    Eastvale, CA
  • 07/2024 → Present
    Charles Schwab Bank
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-03
S63 Uniform Securities Agent State Law Examination 2022-01-19
  • S65 Uniform Investment Adviser Law Examination
    2024-09-03
  • S63 Uniform Securities Agent State Law Examination
    2022-01-19
Other Names
  • Matt Rafael Goldman
  • Matthew R Goldman

View on SEC IAPD

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