Joel Deaton Mccray

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-01-08
WA	RA	APPROVED	2018-06-13

TX RA
APPROVED_RES

Since 2020-01-08
WA RA
APPROVED

Since 2018-06-13

Branch Locations

4055 Mercantile Dr Suite 175, Lake Oswego, OR 97035 • United States

171 Grant Street, Vancouver, WA 98660 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Vancouver	WA	06/2013	Present
Charles Schwab Bank	Vancouver	WA	04/2015	Present

06/2013 → Present

Charles Schwab & Co., Inc.

Vancouver, WA
04/2015 → Present

Charles Schwab Bank

Vancouver, WA

Other Businesses

SMALL/BLAKESLEE I LIMITED PARTNERSHIP, NON-INVESTMENT RELATED, 1201 S ALMA SCHOOL RD STE. 11000, MESA, AZ, FINANCIAL SERVICES, LIMITED PARTNER, 08/12/1999, LESS THAN 20 PER MONTH, NONE DURING SECURITIES TRADING HOURDS. HAVE NO DUTIES IN THIS POSITION AS A LIMITED PARTNER, ONLY A SHARE OF THE ASSETS. LIMITED PARTNERSHIP FOR THE BENEFIT OF THE FAMILY AND FUNCTIONS SIMILAR TO A TRUST.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-06-05
S63	Uniform Securities Agent State Law Examination	2013-09-20

S65 Uniform Investment Adviser Law Examination

2015-06-05
S63 Uniform Securities Agent State Law Examination

2013-09-20