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Matthew John Stack

Charles Schwab & Co., Inc.

Beaverton, OR

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-03-17
  • OR RA
    APPROVED
    Since 2022-03-17

Branch Locations

2855 Sw Cedar Hills Blvd. Suite 120, Beaverton, OR 97005 • 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
Scottrade St Louis MO 07/2013 09/2018
Td Ameritrade, Inc. Vancouver WA 02/2018 12/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2022
Charles Schwab & Co., Inc. Beaverton OR 12/2022 Present
Charles Schwab Bank, Ssb Beaverton OR 11/2023 Present
  • 07/2013 → 09/2018
    Scottrade
    St Louis, MO
  • 02/2018 → 12/2022
    Td Ameritrade, Inc.
    Vancouver, WA
  • 02/2018 → 12/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Beaverton, OR
  • 11/2023 → Present
    Charles Schwab Bank, Ssb
    Beaverton, OR
Previous Registrations
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Vancouver, WA
    Portland, OR
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Vancouver, WA
    Portland, OR
    Portland, OR
    Omaha, NE
  • 2016-09-16 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2009-06-10 → 2013-04-02
    Edward Jones
    St Louis, MO
    Vancouver, WA
    Camas, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-29
  • S66 Uniform Combined State Law Examination
    2009-05-29
Other Names
  • Matthew Stack

View on SEC IAPD

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BLAINE EVANS BURNETT
WILLIAM JOSEPH CONLEY
Tyler Spencer Hilligoss
GUERLLAMO MARK JIMENEZ

Other Offices

MAIN AVENUE FINANCIAL SERVICES, LLC · BEAVERTON, OR
ELDON REESE ADVISORY GROUP · BEAVERTON, OR
CONLEY, WILLIAM J. · BEAVERTON, OR
SCOUT ASSET MANAGEMENT · BEAVERTON, OR
OPTIMUM CAPITAL STRATEGIES · BEAVERTON, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · BEAVERTON, OR
EAGLE STRATEGIES LLC · BEAVERTON, OR
OSAIC WEALTH, INC. · BEAVERTON, OR

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