David Verduzco

955,800 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	02/2018	01/2020
Bank Of America	Chandler	AZ	01/2016	01/2020
Chandler Gilbert Community College	Chandler	AZ	01/2017	01/2018
Bank Of America N.A.	Chandler	AZ	02/2018	01/2020
Allstate	Irving	TX	03/2020	05/2020
Charles Schwab & Co., Inc.	Westlake	TX	06/2020	Present
Charles Schwab Bank Ssb	Westlake	TX	06/2024	Present

02/2018 → 01/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
01/2016 → 01/2020

Bank Of America

Chandler, AZ
01/2017 → 01/2018

Chandler Gilbert Community College

Chandler, AZ
02/2018 → 01/2020

Bank Of America N.A.

Chandler, AZ
03/2020 → 05/2020

Allstate

Irving, TX
06/2020 → Present

Charles Schwab & Co., Inc.

Westlake, TX
06/2024 → Present

Charles Schwab Bank Ssb

Westlake, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-16

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