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Steven Campbell

Charles Schwab & Co., Inc.

Phoenix, AZ

Fort Worth, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-03
  • TX RA
    APPROVED
    Since 2026-04-03

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States

Fort Worth, TX • 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
Accenture Chicago IL 08/2019 06/2023
Charles River Associates Chicago IL 06/2018 08/2019
Cloverpop By Clearbox Decision Chicago IL 06/2023 12/2023
Full Time Education Bloomington IN 08/2017 06/2018
Target Minneapolis MN 06/2017 08/2017
Full Time Education Bloomington IN 08/2016 06/2017
Charles Schwab & Co., Inc. Fort Worth TX 01/2024 Present
  • 08/2019 → 06/2023
    Accenture
    Chicago, IL
  • 06/2018 → 08/2019
    Charles River Associates
    Chicago, IL
  • 06/2023 → 12/2023
    Cloverpop By Clearbox Decision
    Chicago, IL
  • 08/2017 → 06/2018
    Full Time Education
    Bloomington, IN
  • 06/2017 → 08/2017
    Target
    Minneapolis, MN
  • 08/2016 → 06/2017
    Full Time Education
    Bloomington, IN
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-03
S63 Uniform Securities Agent State Law Examination 2024-05-08
  • S66 Uniform Combined State Law Examination
    2026-04-03
  • S63 Uniform Securities Agent State Law Examination
    2024-05-08

View on SEC IAPD

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