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Andrew Jonathan Castro

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 7366770

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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 2026-08-17
  • AZ RA
    APPROVED
    Since 2026-08-17

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 04/2021 Present
Gowireless Wheat Ridge CO 05/2018 02/2021
Taco Bell Highlands Ranch CO 03/2014 08/2017
Spring Mobile Las Vegas NV 08/2017 05/2018
Vector Marketing Littleton CO 05/2017 05/2018
  • 04/2021 → Present
    Phoenix, AZ
  • 05/2018 → 02/2021
    Gowireless
    Wheat Ridge, CO
  • 03/2014 → 08/2017
    Taco Bell
    Highlands Ranch, CO
  • 08/2017 → 05/2018
    Spring Mobile
    Las Vegas, NV
  • 05/2017 → 05/2018
    Vector Marketing
    Littleton, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-14
S63 Uniform Securities Agent State Law Examination 2021-11-19
  • S66 Uniform Combined State Law Examination
    2026-08-14
  • S63 Uniform Securities Agent State Law Examination
    2021-11-19
Other Names
  • Andrew Castro
  • Andrew J Castro

View on SEC IAPD

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