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Matthew James Edwards

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 2025-08-20
  • AZ RA
    APPROVED
    Since 2025-08-20

Branch Locations

8040 South 48Th Street, 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
Little Caesars Pizza Mission Viejo CA 06/2017 09/2017
Student Mission Viejo CA 09/2017 12/2017
Lake Mission Viejo Association Mission Viejo CA 12/2017 08/2018
Student Mission Viejo CA 08/2018 12/2019
University Of Oregon Ambassador Eugene OR 12/2019 08/2021
Vereit Phoenix AZ 06/2021 08/2021
Student Eugene OR 08/2021 08/2022
Student Mission Viejo CA 10/2013 07/2017
Charles Schwab & Co., Inc. Phoenix AZ 08/2022 Present
  • 06/2017 → 09/2017
    Little Caesars Pizza
    Mission Viejo, CA
  • 09/2017 → 12/2017
    Student
    Mission Viejo, CA
  • 12/2017 → 08/2018
    Lake Mission Viejo Association
    Mission Viejo, CA
  • 08/2018 → 12/2019
    Student
    Mission Viejo, CA
  • 12/2019 → 08/2021
    University Of Oregon Ambassador
    Eugene, OR
  • 06/2021 → 08/2021
    Vereit
    Phoenix, AZ
  • 08/2021 → 08/2022
    Student
    Eugene, OR
  • 10/2013 → 07/2017
    Student
    Mission Viejo, CA
  • 08/2022 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-18
S63 Uniform Securities Agent State Law Examination 2024-08-16
  • S66 Uniform Combined State Law Examination
    2025-08-18
  • S63 Uniform Securities Agent State Law Examination
    2024-08-16
Other Names
  • Matt Edwards
  • Mathew James Edwards

View on SEC IAPD

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DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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