Inactive

Elizabeth C Wright

Eaglebrook Advisors

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Current Employers

Eaglebrook Advisors

205 Hudson Street 7Th Floor, New York, NY 10013 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-06-28

AZ RA
APPROVED

Since 2024-06-28

Branch Locations

Scottsdale, AZ • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Orlando	FL	06/2019	04/2021
Stetson University	Deland	FL	08/2018	05/2019
Charles Schwab	Maitland	FL	06/2018	08/2019
Stetson University	Deland	FL	08/2017	06/2018
Burg'r Bar	Punta Gorda	FL	05/2017	08/2017
Stetson University	Deland	FL	08/2016	05/2017
Stetson University	Deland	FL	08/2017	08/2017
Eaglebrook Advisors	Miami	FL	04/2021	02/2023
Morgan Stanley	Chicago	IL	03/2023	04/2023
Eaglebrook Advisors	Scottsdale	AZ	04/2023	Present

06/2019 → 04/2021

Charles Schwab & Co., Inc.

Orlando, FL
08/2018 → 05/2019

Stetson University

Deland, FL
06/2018 → 08/2019

Charles Schwab

Maitland, FL
08/2017 → 06/2018

Stetson University

Deland, FL
05/2017 → 08/2017

Burg'r Bar

Punta Gorda, FL
08/2016 → 05/2017

Stetson University

Deland, FL
08/2017 → 08/2017

Stetson University

Deland, FL
04/2021 → 02/2023

Eaglebrook Advisors

Miami, FL
03/2023 → 04/2023

Morgan Stanley

Chicago, IL
04/2023 → Present

Eaglebrook Advisors

Scottsdale, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-19

S65 Uniform Investment Adviser Law Examination

2024-06-19

Other Names

Elizabeth Colleen Wright

View on SEC IAPD

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