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Trey Donaldson

Charles Schwab & Co., Inc.

Phoenix, AZ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-06
  • AZ RA
    APPROVED
    Since 2026-05-06

Branch Locations

4750 E Francisco, Phoenix, AZ 85044 • 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
Full Time Education Gilbert AZ 08/2016 04/2017
Unemployed Mesa AZ 05/2017 07/2017
Full Time Education Gilbert AZ 08/2017 04/2018
Unemployed Mesa AZ 05/2018 07/2018
Full Time Education Gilbert AZ 08/2018 04/2019
Unemployed Mesa AZ 05/2019 07/2019
Full Time Education Gilbert AZ 08/2019 04/2020
Unemployed Mesa AZ 05/2020 07/2020
Full Time Education Lakewood CO 08/2020 12/2020
Full Time Education Mesa AZ 01/2021 04/2021
Mod Pizza Mesa AZ 05/2021 08/2021
Full Time Education Phoenix AZ 09/2021 04/2022
Red Robin Mesa AZ 05/2022 03/2023
Full Time Education Phoenix AZ 09/2022 04/2023
Harkins Theatre Mesa AZ 05/2023 08/2023
Full Time Education Phoenix AZ 09/2023 12/2023
Northwestern Mutual Gilbert AZ 09/2023 03/2024
Charles Schwab & Co., Inc. Phoenix AZ 04/2024 Present
Charles Schwab Bank, Ssb Phoenix AZ 05/2026 Present
  • 08/2016 → 04/2017
    Full Time Education
    Gilbert, AZ
  • 05/2017 → 07/2017
    Unemployed
    Mesa, AZ
  • 08/2017 → 04/2018
    Full Time Education
    Gilbert, AZ
  • 05/2018 → 07/2018
    Unemployed
    Mesa, AZ
  • 08/2018 → 04/2019
    Full Time Education
    Gilbert, AZ
  • 05/2019 → 07/2019
    Unemployed
    Mesa, AZ
  • 08/2019 → 04/2020
    Full Time Education
    Gilbert, AZ
  • 05/2020 → 07/2020
    Unemployed
    Mesa, AZ
  • 08/2020 → 12/2020
    Full Time Education
    Lakewood, CO
  • 01/2021 → 04/2021
    Full Time Education
    Mesa, AZ
  • 05/2021 → 08/2021
    Mod Pizza
    Mesa, AZ
  • 09/2021 → 04/2022
    Full Time Education
    Phoenix, AZ
  • 05/2022 → 03/2023
    Red Robin
    Mesa, AZ
  • 09/2022 → 04/2023
    Full Time Education
    Phoenix, AZ
  • 05/2023 → 08/2023
    Harkins Theatre
    Mesa, AZ
  • 09/2023 → 12/2023
    Full Time Education
    Phoenix, AZ
  • 09/2023 → 03/2024
    Northwestern Mutual
    Gilbert, AZ
  • 04/2024 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 05/2026 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-01
S63 Uniform Securities Agent State Law Examination 2024-08-23
  • S66 Uniform Combined State Law Examination
    2026-05-01
  • S63 Uniform Securities Agent State Law Examination
    2024-08-23
Other Names
  • Trey Jon Donaldson

View on SEC IAPD

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