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Corey Allen Hall

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 6908353

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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 2023-06-05
CA RA APPROVED 2022-09-10
  • AZ RA
    APPROVED
    Since 2023-06-05
  • CA RA
    APPROVED
    Since 2022-09-10

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
Wells Fargo Clearing Services, Llc. Goodyear AZ 01/2018 06/2021
Wells Fargo Bank Na Goodyear AZ 10/2016 06/2021
Foot Locker Tempe AZ 03/2016 10/2016
Charles Schwab & Co., Inc. Phoenix AZ 07/2021 Present
Charles Schwab Bank, Ssb Phoenix AZ 08/2021 Present
  • 01/2018 → 06/2021
    Wells Fargo Clearing Services, Llc.
    Goodyear, AZ
  • 10/2016 → 06/2021
    Wells Fargo Bank Na
    Goodyear, AZ
  • 03/2016 → 10/2016
    Foot Locker
    Tempe, AZ
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 08/2021 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
S63 Uniform Securities Agent State Law Examination 2018-05-10
  • S66 Uniform Combined State Law Examination
    2022-09-09
  • S63 Uniform Securities Agent State Law Examination
    2018-05-10
Other Names
  • Corey Hall

View on SEC IAPD

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