Christopher Thomas Dangelo

Charles Schwab & Co., Inc.

Ponte Vedra, FL

CRD 1998297

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2003-02-18

FL RA
APPROVED

Since 2003-02-18

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States

Ponte Vedra, FL • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Ponte Vedra	FL	01/2003	Present

01/2003 → Present

Charles Schwab & Co., Inc.

Ponte Vedra, FL

Previous Registrations

2002-12-16 → 2003-01-27

Quick & Reilly, Inc.

Winter Park, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-30
S63	Uniform Securities Agent State Law Examination	1991-08-30

S65 Uniform Investment Adviser Law Examination

1999-07-30
S63 Uniform Securities Agent State Law Examination

1991-08-30

View on SEC IAPD

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