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Tristan Cruz

Charles Schwab & Co., Inc.

Glendale, AZ

Phoenix, AZ

CRD 7997471

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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 2026-08-31
  • AZ RA
    APPROVED
    Since 2026-08-31

Branch Locations

Glendale, AZ • United States

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
Forest Highlands Golf Club Flagstaff AZ 04/2024 11/2024
Flagstaff Equipment Co Flagstaff AZ 08/2023 12/2023
Skyview Apartments Flagstaff AZ 08/2021 05/2023
Macy's Temecula CA 11/2020 01/2021
Unemployed Flagstaff AZ 12/2023 04/2024
Unemployed Flagstaff AZ 01/2021 08/2021
Unemployed Flagstaff AZ 05/2023 08/2023
Unemployed Temecula CA 01/2014 11/2020
Charles Schwab & Co., Inc. Glendale AZ 11/2024 Present
  • 04/2024 → 11/2024
    Forest Highlands Golf Club
    Flagstaff, AZ
  • 08/2023 → 12/2023
    Flagstaff Equipment Co
    Flagstaff, AZ
  • 08/2021 → 05/2023
    Skyview Apartments
    Flagstaff, AZ
  • 11/2020 → 01/2021
    Macy's
    Temecula, CA
  • 12/2023 → 04/2024
    Unemployed
    Flagstaff, AZ
  • 01/2021 → 08/2021
    Unemployed
    Flagstaff, AZ
  • 05/2023 → 08/2023
    Unemployed
    Flagstaff, AZ
  • 01/2014 → 11/2020
    Unemployed
    Temecula, CA
  • 11/2024 → Present
    Charles Schwab & Co., Inc.
    Glendale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-27
S63 Uniform Securities Agent State Law Examination 2025-04-22
  • S66 Uniform Combined State Law Examination
    2026-08-27
  • S63 Uniform Securities Agent State Law Examination
    2025-04-22

View on SEC IAPD

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