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Blake Ward

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 7978325

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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 2026-01-06
  • AZ RA
    APPROVED
    Since 2026-01-06

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
Conversa Health Portland OR 06/2020 07/2021
Xactly Corp Los Gatos CA 07/2021 12/2021
Clarify Health San Francisco CA 01/2022 02/2023
Stella Centers Chicago IL 05/2023 07/2024
Full Time Education Phoenix AZ 08/2017 12/2020
Door Dash San Francisco CA 12/2020 12/2021
Charles Schwab & Co., Inc. Phoenix AZ 09/2024 Present
Full Time Education Upland CA 09/2013 06/2017
  • 06/2020 → 07/2021
    Conversa Health
    Portland, OR
  • 07/2021 → 12/2021
    Xactly Corp
    Los Gatos, CA
  • 01/2022 → 02/2023
    Clarify Health
    San Francisco, CA
  • 05/2023 → 07/2024
    Stella Centers
    Chicago, IL
  • 08/2017 → 12/2020
    Full Time Education
    Phoenix, AZ
  • 12/2020 → 12/2021
    Door Dash
    San Francisco, CA
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 09/2013 → 06/2017
    Full Time Education
    Upland, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-27
S63 Uniform Securities Agent State Law Examination 2025-09-06
  • S66 Uniform Combined State Law Examination
    2025-12-27
  • S63 Uniform Securities Agent State Law Examination
    2025-09-06

View on SEC IAPD

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Nearby Investors

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Jamie L Morton

Nearby Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

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