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Joseph Conto

Charles Schwab & Co., Inc.

Tucson, AZ

CRD 8041532

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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 2026-07-22
  • AZ RA
    APPROVED
    Since 2026-07-22

Branch Locations

6401 North Campbell Ave, Tucson, AZ 85718 • 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. Tucson AZ 02/2025 Present
Long Realty Tucson AZ 06/2023 12/2024
Full Time Education Tucson AZ 05/2015 05/2024
Charles Schwab Bank, Ssb Tucson AZ 02/2025 Present
Joe's Landscaping And Maintenance Flagstaff AZ 01/2018 01/2020
  • 02/2025 → Present
    Charles Schwab & Co., Inc.
    Tucson, AZ
  • 06/2023 → 12/2024
    Long Realty
    Tucson, AZ
  • 05/2015 → 05/2024
    Full Time Education
    Tucson, AZ
  • 02/2025 → Present
    Charles Schwab Bank, Ssb
    Tucson, AZ
  • 01/2018 → 01/2020
    Joe's Landscaping And Maintenance
    Flagstaff, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-20
  • S66 Uniform Combined State Law Examination
    2026-07-20

View on SEC IAPD

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