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Timothy Arlin Quick

Charles Schwab & Co., Inc.

Fresno, CA

Bakersfield, CA

CRD 3066068

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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_RES 2019-01-02
CA RA APPROVED 2007-11-14
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • CA RA
    APPROVED
    Since 2007-11-14

Branch Locations

265 E. River Park Circle Suite 170, Fresno, CA 93720-1548 • United States

5555 Truxtun Ave, Bakersfield, CA 93309 • 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. Bakersfield CA 10/2007 Present
Charles Schwab Bank Ssb Bakersfield CA 10/2007 Present
Previous Registrations
Other Businesses

Real Estate/Property Management | not investment related | Bakersfield, California | start date 1/12/2009 | landlord/owner of rental property | less than 20 hours per month | none during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-13
  • S66 Uniform Combined State Law Examination
    2002-09-13

View on SEC IAPD

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