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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 2025-12-02
  • AZ RA
    APPROVED
    Since 2025-12-02

Branch Locations

16165 North 83Rd Ave Suite #200, Peoria, AZ 85382 • United States

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 05/2025
Full Time Education Robbinsville NJ 09/2014 06/2019
Full Time Education Tempe AZ 08/2019 05/2021
One Stop Nutrition Scottsdale AZ 05/2021 12/2021
Alpen Bluffs Outdoor Resort Gaylord MI 01/2022 08/2022
Full Time Education Tempe AZ 08/2022 05/2023
Alpen Bluffs Outdoor Resort Gaylord MI 05/2023 08/2023
Full Time Education Tempe AZ 08/2023 12/2023
State Farm Tempe AZ 02/2024 08/2024
Charles Schwab & Co, Inc Peoria AZ 05/2025 Present
Charles Schwab Bank, Ssb Peoria AZ 05/2025 Present
  • 08/2024 → 05/2025
    Morgan Stanley
    Gilbert, AZ
  • 09/2014 → 06/2019
    Full Time Education
    Robbinsville, NJ
  • 08/2019 → 05/2021
    Full Time Education
    Tempe, AZ
  • 05/2021 → 12/2021
    One Stop Nutrition
    Scottsdale, AZ
  • 01/2022 → 08/2022
    Alpen Bluffs Outdoor Resort
    Gaylord, MI
  • 08/2022 → 05/2023
    Full Time Education
    Tempe, AZ
  • 05/2023 → 08/2023
    Alpen Bluffs Outdoor Resort
    Gaylord, MI
  • 08/2023 → 12/2023
    Full Time Education
    Tempe, AZ
  • 02/2024 → 08/2024
    State Farm
    Tempe, AZ
  • 05/2025 → Present
    Peoria, AZ
  • 05/2025 → Present
    Charles Schwab Bank, Ssb
    Peoria, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-25
S63 Uniform Securities Agent State Law Examination 2025-01-24
  • S65 Uniform Investment Adviser Law Examination
    2025-11-25
  • S63 Uniform Securities Agent State Law Examination
    2025-01-24
Other Names
  • Ryan J Kanner

View on SEC IAPD

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