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Joseph Allen Mckersie

Charles Schwab & Co., Inc.

Phoenix, AZ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-05-30
  • AZ RA
    APPROVED
    Since 2023-05-30

Branch Locations

4750 E Francisco, Phoenix, AZ 85044 • 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 09/2010 Present
Charles Schwab Bank, Ssb Phoenix AZ 09/2024 Present
Charles Schwab Premier Bank, Ssb Phoenix AZ 09/2024 Present
  • 09/2010 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 09/2024 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
  • 09/2024 → Present
    Charles Schwab Premier Bank, Ssb
    Phoenix, AZ
Other Businesses

1) KarateBuilt | Investment Related:No|1900 W Chandler Blvd, Ste 155-352|Chandler|AZ|85224|USA|Sports/Physical Recreation|Martial Arts Instructor|4/16/2011|Varies|0|I periodically conduct seminars for the company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-15
  • S66 Uniform Combined State Law Examination
    2011-12-15
Other Names
  • Joe Mckersie
  • Joseph Allen Mc Kersie

View on SEC IAPD

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