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George Anthony Gilham

Charles Schwab & Co., Inc.

Northlake, TX

Westlake, TX

CRD 1867354

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-12
  • TX RA
    APPROVED
    Since 2021-05-12

Branch Locations

Northlake, TX • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Charles Schwab & Co., Inc. Fort Worth TX 10/1989 11/2019
Charles Schwab & Co., Inc. Weslake TX 04/2021 Present
Unemployed Northlake TX 11/2019 04/2021
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-22
S63 Uniform Securities Agent State Law Examination 1988-10-05
  • S66 Uniform Combined State Law Examination
    2021-01-22
  • S63 Uniform Securities Agent State Law Examination
    1988-10-05
Other Names
  • Gage Gilham
  • George Anthony Gilham
  • Gage Gilham
  • George Anthony Gilham
  • George Anthony Gilham
  • George Anthony Gilham
  • Gage Gilham
  • George A Gilham

View on SEC IAPD

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