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Andrew Joseph Udvari
CRD#: 6757702
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 7510 Hazard Center Dr.
Suite 407
San Diego, CA 92108
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - Present (7 years)
License(s)

State Registrations

B
Arizona 1/2/2018

B
Montana 3/28/2019

B
California 7/7/2017

B
Nevada 3/28/2019

IA
California 8/7/2018

B
New Mexico 3/28/2019

B
Colorado 6/20/2017

B
New York 3/19/2024

B
Florida 8/11/2017

B
Oregon 1/2/2018

B
Illinois 8/11/2017

B
Pennsylvania 3/28/2019

B
Iowa 12/18/2019

B
Texas 1/2/2018

B
Massachusetts 6/25/2024

B
Wisconsin 1/18/2024

B
Missouri 3/19/2024

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
7510 Hazard Center Dr. Suite 407, San Diego, CA 92108
Registered with this firm since 7/7/2017

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
7510 Hazard Center Dr. Suite 407, San Diego, CA 92108
Registered with this firm since 6/20/2017

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.