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Matthew Whitaker

Charles Schwab & Co., Inc.

Scottsdale, 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 2025-08-28
  • AZ RA
    APPROVED
    Since 2025-08-28

Branch Locations

20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • 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. Scottsdale AZ 03/2023 Present
Dynamite Wealth Management Scottsdale AZ 10/2022 03/2023
Unemployed Phoenix AZ 10/2021 10/2022
Buildzoom Scottsdale AZ 10/2020 10/2021
Unemployed Phoenix AZ 04/2020 10/2020
Turo Phoenix AZ 06/2019 04/2020
Full-Time Education Ann Arbor MI 07/2015 06/2019
Charles Schwab Bank, Ssb Scottsdale AZ 03/2025 Present
  • 03/2023 → Present
    Charles Schwab Co., Inc.
    Scottsdale, AZ
  • 10/2022 → 03/2023
    Dynamite Wealth Management
    Scottsdale, AZ
  • 10/2021 → 10/2022
    Unemployed
    Phoenix, AZ
  • 10/2020 → 10/2021
    Buildzoom
    Scottsdale, AZ
  • 04/2020 → 10/2020
    Unemployed
    Phoenix, AZ
  • 06/2019 → 04/2020
    Turo
    Phoenix, AZ
  • 07/2015 → 06/2019
    Full-Time Education
    Ann Arbor, MI
  • 03/2025 → Present
    Charles Schwab Bank, Ssb
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-25
S63 Uniform Securities Agent State Law Examination 2023-07-26
  • S66 Uniform Combined State Law Examination
    2025-08-25
  • S63 Uniform Securities Agent State Law Examination
    2023-07-26
Other Names
  • Matt Whitaker

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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