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Anthony S Ludtka

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 6986264

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-13
AZ RA APPROVED 2023-06-06
CA RA APPROVED 2018-12-21
  • TX RA
    APPROVED_RES
    Since 2023-11-13
  • AZ RA
    APPROVED
    Since 2023-06-06
  • CA RA
    APPROVED
    Since 2018-12-21

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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 07/2018 Present
Doughbird Phoenix AZ 01/2018 05/2018
Elite Solar Concepts Phoenix AZ 08/2017 01/2018
Commercial Systems Analysis Phoenix AZ 08/2017 09/2017
Pitfire Pizza Los Angeles CA 06/2014 07/2017
Charles Schwab Bank Phoenix AZ 11/2023 Present
  • 07/2018 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2018 → 05/2018
    Doughbird
    Phoenix, AZ
  • 08/2017 → 01/2018
    Elite Solar Concepts
    Phoenix, AZ
  • 08/2017 → 09/2017
    Commercial Systems Analysis
    Phoenix, AZ
  • 06/2014 → 07/2017
    Pitfire Pizza
    Los Angeles, CA
  • 11/2023 → Present
    Charles Schwab Bank
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-21
  • S66 Uniform Combined State Law Examination
    2018-12-21

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

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