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Patrick Murph Thorp

Charles Schwab & Co., Inc.

Austin, TX

CRD 4450494

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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 2026-06-18
  • TX RA
    APPROVED
    Since 2026-06-18

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
New Precedent Coaching Austin TX 04/2014 03/2017
N/A Burien WA 03/2017 03/2019
Murph T Holdings Llc Austin TX 03/2019 10/2023
Kershner Trading Group Austin TX 05/2020 04/2023
Charles Schwab & Co., Inc. Austin TX 11/2023 Present
  • 04/2014 → 03/2017
    New Precedent Coaching
    Austin, TX
  • 03/2017 → 03/2019
    N/A
    Burien, WA
  • 03/2019 → 10/2023
    Murph T Holdings Llc
    Austin, TX
  • 05/2020 → 04/2023
    Kershner Trading Group
    Austin, TX
  • 11/2023 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-18
S63 Uniform Securities Agent State Law Examination 2023-08-04
  • S66 Uniform Combined State Law Examination
    2026-06-18
  • S63 Uniform Securities Agent State Law Examination
    2023-08-04
Other Names
  • Patrick Thorp

View on SEC IAPD

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