Best Investors Account Sign in
Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-07-08
  • AZ RA
    APPROVED
    Since 2024-07-08

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
Arizona Army National Guard Phoenix AZ 02/2013 09/2020
Glendale Union High School District Glendale AZ 07/2016 06/2023
The Boeing Company Mesa AZ 06/2023 03/2024
Charles Schwab & Co., Inc. Scottsdale AZ 03/2024 Present
Charles Schwab Bank, Ssb Scottsdale AZ 12/2024 08/2026
Schwab Wealth Advisory, Inc. Phoenix AZ 08/2026 Present
  • 02/2013 → 09/2020
    Arizona Army National Guard
    Phoenix, AZ
  • 07/2016 → 06/2023
    Glendale Union High School District
    Glendale, AZ
  • 06/2023 → 03/2024
    The Boeing Company
    Mesa, AZ
  • 03/2024 → Present
    Scottsdale, AZ
  • 12/2024 → 08/2026
    Charles Schwab Bank, Ssb
    Scottsdale, AZ
  • 08/2026 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-21
  • S66 Uniform Combined State Law Examination
    2024-06-21
Other Names
  • Zack Meier

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor