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Spencer Newell Ellsworth

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-13
  • AZ RA
    APPROVED
    Since 2026-05-13

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2020 05/2025
Byu-Idaho Rexburg ID 09/2018 04/2020
Steak And Kebab Hut Rexburg ID 08/2017 09/2018
Old Town Baking Company Rancho Cucamonga CA 02/2017 07/2017
The Vanguard Group, Inc. Scottsdale AZ 05/2019 08/2019
Byu-Idaho Rexburg ID 04/2017 04/2020
The Church Of Jesus Christ Of Latter Day Saints Tampa FL 01/2015 01/2017
Unemployed Rancho Cucamonga CA 05/2020 07/2020
Vanguard Marketing Corporation Scottsdale AZ 08/2020 05/2025
Vanguard Advisers, Inc. Scottsdale AZ 08/2025 03/2026
Charles Schwab & Co., Inc. Phoenix AZ 04/2026 Present
Schwab Wealth Advisory, Inc. Phoenix AZ 04/2026 Present
  • 08/2020 → 05/2025
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2018 → 04/2020
    Byu-Idaho
    Rexburg, ID
  • 08/2017 → 09/2018
    Steak And Kebab Hut
    Rexburg, ID
  • 02/2017 → 07/2017
    Old Town Baking Company
    Rancho Cucamonga, CA
  • 05/2019 → 08/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 04/2017 → 04/2020
    Byu-Idaho
    Rexburg, ID
  • 01/2015 → 01/2017
    The Church Of Jesus Christ Of Latter Day Saints
    Tampa, FL
  • 05/2020 → 07/2020
    Unemployed
    Rancho Cucamonga, CA
  • 08/2020 → 05/2025
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 08/2025 → 03/2026
    Vanguard Advisers, Inc.
    Scottsdale, AZ
  • 04/2026 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 04/2026 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-25
S63 Uniform Securities Agent State Law Examination 2020-09-23
  • S66 Uniform Combined State Law Examination
    2025-08-25
  • S63 Uniform Securities Agent State Law Examination
    2020-09-23
Designations
Other Names
  • Spencer Ellsworth

View on SEC IAPD

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