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Bryan Trujillo

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 7535425

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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 2024-06-24
  • AZ RA
    APPROVED
    Since 2024-06-24

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
Charles Schwab & Co., Inc. Phoenix AZ 06/2022 Present
Instacart Phoenix CO 04/2021 06/2022
Home Depot Scottsdale AZ 02/2021 04/2021
Blackstone Country Club Peoria AZ 01/2020 03/2020
Cordillera Summit Course/ Blackstone Country Club Edwards CO 03/2018 01/2020
N/A Gypsum CO 08/2016 03/2018
Grand Canyon University Phoenix AZ 03/2020 02/2021
  • 06/2022 → Present
    Phoenix, AZ
  • 04/2021 → 06/2022
    Instacart
    Phoenix, CO
  • 02/2021 → 04/2021
    Home Depot
    Scottsdale, AZ
  • 01/2020 → 03/2020
    Blackstone Country Club
    Peoria, AZ
  • 03/2018 → 01/2020
    Cordillera Summit Course/ Blackstone Country Club
    Edwards, CO
  • 08/2016 → 03/2018
    N/A
    Gypsum, CO
  • 03/2020 → 02/2021
    Grand Canyon University
    Phoenix, AZ
Other Businesses

Standout Athletics LLC|Investment Related:No|Sports/Physical Recreation|Owner|2024-06-17|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|Standout Athletics is a business entity created for competition winnings/apparel earnings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-12
S63 Uniform Securities Agent State Law Examination 2022-10-10
  • S66 Uniform Combined State Law Examination
    2024-06-12
  • S63 Uniform Securities Agent State Law Examination
    2022-10-10
Other Names
  • Bryan Alexis Trujillo Chaparro

View on SEC IAPD

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