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Scott H Dulgarian

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 5243053

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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
CO RA APPROVED 2007-11-19
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • CO RA
    APPROVED
    Since 2007-11-19

Branch Locations

9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • 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. Parker CO 10/2007 Present
Charles Schwab Bank, Ssb Parker CO 11/2007 Present
Previous Registrations
  • 2007-01-04 → 2007-10-15
    Wells Fargo Investments, Llc
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-27
  • S66 Uniform Combined State Law Examination
    2006-12-27

View on SEC IAPD

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