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Logan R Gillespie

Charles Schwab & Co., Inc.

Scottsdale, 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 2025-12-22
  • AZ RA
    APPROVED
    Since 2025-12-22

Branch Locations

20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • 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
Morgan Stanley Gilbert AZ 08/2024 08/2025
Epic Valet Phoenix AZ 09/2022 03/2024
Someburros Tempe AZ 08/2020 12/2020
Full Time Education Tempe AZ 08/2020 05/2024
Los Alamitos High School Los Alamitos CA 08/2016 07/2020
Unemployed Tempe AZ 06/2024 07/2024
Charles Schwab & Co., Inc. Phoenix AZ 08/2025 Present
Charles Schwab Bank Phoenix AZ 08/2025 Present
  • 08/2024 → 08/2025
    Morgan Stanley
    Gilbert, AZ
  • 09/2022 → 03/2024
    Epic Valet
    Phoenix, AZ
  • 08/2020 → 12/2020
    Someburros
    Tempe, AZ
  • 08/2020 → 05/2024
    Full Time Education
    Tempe, AZ
  • 08/2016 → 07/2020
    Los Alamitos High School
    Los Alamitos, CA
  • 06/2024 → 07/2024
    Unemployed
    Tempe, AZ
  • 08/2025 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 08/2025 → Present
    Charles Schwab Bank
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-19
S63 Uniform Securities Agent State Law Examination 2024-12-03
  • S66 Uniform Combined State Law Examination
    2025-12-19
  • S63 Uniform Securities Agent State Law Examination
    2024-12-03

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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