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Gregory Robert Damian

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 7527455

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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 2025-02-05
  • AZ RA
    APPROVED
    Since 2025-02-05

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
Randstad Lone Tree CO 04/2020 07/2021
National Ms Society Denver CO 01/2020 02/2020
Doyle Group Denver CO 08/2019 12/2019
Mindaptiv Greenwood Village CO 02/2016 01/2017
E-Consolutions Lone Tree CO 12/2018 05/2019
Cirrusone (Now Simplus) Lone Tree CO 01/2017 09/2017
Extended Travel Pahoa HI 10/2017 03/2018
Charles Schwab Lone Tree CO 08/2021 Present
Unemployed Lone Tree CO 04/2018 12/2018
Unemployed Lone Tree CO 06/2019 07/2019
  • 04/2020 → 07/2021
    Randstad
    Lone Tree, CO
  • 01/2020 → 02/2020
    National Ms Society
    Denver, CO
  • 08/2019 → 12/2019
    Doyle Group
    Denver, CO
  • 02/2016 → 01/2017
    Mindaptiv
    Greenwood Village, CO
  • 12/2018 → 05/2019
    E-Consolutions
    Lone Tree, CO
  • 01/2017 → 09/2017
    Cirrusone (Now Simplus)
    Lone Tree, CO
  • 10/2017 → 03/2018
    Extended Travel
    Pahoa, HI
  • 08/2021 → Present
    Charles Schwab
    Lone Tree, CO
  • 04/2018 → 12/2018
    Unemployed
    Lone Tree, CO
  • 06/2019 → 07/2019
    Unemployed
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2025-01-31

View on SEC IAPD

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