Best Investors Account Sign in

Samuel Carney Mitchell

Charles Schwab & Co., Inc.

Scottsdale, AZ

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-13
  • AZ RA
    APPROVED
    Since 2026-08-13

Branch Locations

7293 N Scottsdale Rd Suite 107, Scottsdale, AZ 85253 • 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
Starbucks Scottsdale AZ 12/2020 10/2023
Starbucks Scottsdale AZ 03/2019 12/2020
Pita Cafe Llc. Scottsdale AZ 03/2015 03/2019
Charles Schwab & Co., Inc. Chandler AZ 11/2023 Present
Charles Schwab Bank, Ssb Chandler AZ 01/2026 Present
  • 12/2020 → 10/2023
    Starbucks
    Scottsdale, AZ
  • 03/2019 → 12/2020
    Starbucks
    Scottsdale, AZ
  • 03/2015 → 03/2019
    Pita Cafe Llc.
    Scottsdale, AZ
  • 11/2023 → Present
    Charles Schwab & Co., Inc.
    Chandler, AZ
  • 01/2026 → Present
    Charles Schwab Bank, Ssb
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-06
S63 Uniform Securities Agent State Law Examination 2024-03-08
  • S66 Uniform Combined State Law Examination
    2026-08-06
  • S63 Uniform Securities Agent State Law Examination
    2024-03-08
Other Names
  • Sam Mitchell

View on SEC IAPD

Other Firms

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

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

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

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor