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JEFFREY SAMUEL CRAIG WHITT
Jeff Whitt
CRD#: 7063593
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 4150 Kinross Lakes Pkwy
Richfield, OH 44286
Registration History
20192020202120222023202420252026IACHARLES SCHWAB & CO., INC. (CRD# 5393)2022 - Present (2 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2019 - Present (5 years)
License(s)

State Registrations

B
Alabama 6/19/2020

B
Nebraska 10/26/2023

B
Alaska 10/26/2023

B
Nevada 12/8/2023

B
Arizona 1/4/2020

B
New Hampshire 10/26/2023

B
Arkansas 10/26/2023

B
New Jersey 10/26/2023

B
California 8/14/2019

B
New Mexico 10/26/2023

B
Colorado 7/24/2019

B
New York 9/15/2019

B
Connecticut 6/19/2020

B
North Carolina 6/19/2020

B
Delaware 10/26/2023

B
North Dakota 10/26/2023

B
District of Columbia 6/19/2020

B
Ohio 1/6/2020

B
Florida 9/15/2019

IA
Ohio 5/20/2022

B
Georgia 1/4/2020

B
Oklahoma 10/26/2023

B
Hawaii 10/26/2023

B
Oregon 1/4/2020

B
Idaho 10/26/2023

B
Pennsylvania 6/19/2020

B
Illinois 9/15/2019

B
Puerto Rico 10/26/2023

B
Indiana 10/26/2023

B
Rhode Island 10/26/2023

B
Iowa 10/26/2023

B
South Carolina 9/12/2022

B
Kansas 10/26/2023

B
South Dakota 10/26/2023

B
Kentucky 10/26/2023

B
Tennessee 6/19/2020

B
Louisiana 10/26/2023

B
Texas 10/26/2023

B
Maine 10/26/2023

B
Utah 6/19/2020

B
Maryland 10/26/2023

B
Vermont 10/26/2023

B
Massachusetts 10/26/2023

B
Virgin Islands 10/26/2023

B
Michigan 1/4/2020

B
Virginia 1/4/2020

B
Minnesota 10/26/2023

B
Washington 1/4/2020

B
Mississippi 10/26/2023

B
West Virginia 10/26/2023

B
Missouri 10/26/2023

B
Wisconsin 10/26/2023

B
Montana 10/26/2023

B
Wyoming 6/19/2020

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
4150 Kinross Lakes Pkwy, Richfield, OH 44286
Registered with this firm since 5/19/2022

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
4150 Kinross Lakes Pkwy, Richfield, OH 44286
Registered with this firm since 7/19/2019

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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.