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Nathaniel Aaron Hunter

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 7073681

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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
AZ RA APPROVED 2023-06-07
CA RA APPROVED 2019-08-19
  • AZ RA
    APPROVED
    Since 2023-06-07
  • CA RA
    APPROVED
    Since 2019-08-19

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 02/2019 Present
Grand Canyon University Phoenix AZ 02/2018 12/2018
Daktronics Brookings SD 01/2016 02/2018
Northern Arizona University Flagstaff AZ 08/2014 12/2016
Unemployed Phoenix AZ 12/2018 02/2019
Charles Schwab Bank, Ssb Phoenix AZ 10/2022 Present
  • 02/2019 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 02/2018 → 12/2018
    Grand Canyon University
    Phoenix, AZ
  • 01/2016 → 02/2018
    Daktronics
    Brookings, SD
  • 08/2014 → 12/2016
    Northern Arizona University
    Flagstaff, AZ
  • 12/2018 → 02/2019
    Unemployed
    Phoenix, AZ
  • 10/2022 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-19
  • S66 Uniform Combined State Law Examination
    2019-08-19
Other Names
  • Nathaniel Hunter
  • Nathaniel A Hunter

View on SEC IAPD

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