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Andrew Godwin

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 7641061

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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 2024-10-22
  • AZ RA
    APPROVED
    Since 2024-10-22

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 01/2023 Present
Omaha Sports Academy Elkhorn NE 12/2012 11/2016
Nei Global Relocation Omaha NE 05/2014 10/2016
Nei Global Relocation Omaha NE 10/2016 03/2017
Dick's Sporting Goods Omaha NE 03/2017 09/2017
Broadmoor Development Omaha NE 09/2017 11/2019
Broadmoor Development Omaha NE 11/2019 10/2021
Mark-Taylor Inc. Scottsdale AZ 10/2021 01/2023
Charles Schwab Bank, Ssb Phoenix AZ 01/2025 Present
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 12/2012 → 11/2016
    Omaha Sports Academy
    Elkhorn, NE
  • 05/2014 → 10/2016
    Nei Global Relocation
    Omaha, NE
  • 10/2016 → 03/2017
    Nei Global Relocation
    Omaha, NE
  • 03/2017 → 09/2017
    Dick's Sporting Goods
    Omaha, NE
  • 09/2017 → 11/2019
    Broadmoor Development
    Omaha, NE
  • 11/2019 → 10/2021
    Broadmoor Development
    Omaha, NE
  • 10/2021 → 01/2023
    Mark-Taylor Inc.
    Scottsdale, AZ
  • 01/2025 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
S63 Uniform Securities Agent State Law Examination 2023-04-24
  • S66 Uniform Combined State Law Examination
    2024-10-18
  • S63 Uniform Securities Agent State Law Examination
    2023-04-24

View on SEC IAPD

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