Demetra Paige Sullivan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 03/2014 → 11/2018
  Schwab Private Client Investment Advisory, Inc.
  Lone Tree, CO
• 12/2018 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 07/2021 → 06/2024
  Td Ameritrade, Inc.
  Lone Tree, CO

Previous Registrations

• 2021-07-27 → 2022-10-14
  Td Ameritrade, Inc.
  Lone Tree, CO
  Omaha, NE
• 2013-03-15 → 2018-12-07
  Schwab Wealth Advisory, Inc.
  Englewood, CO
  Lone Tree, CO
• 2010-08-04 → 2013-02-20
  Usaa Financial Planning Services
  Colorado Springs, CO
  Denver, CO
• 2007-03-15 → 2010-08-26
  Usaa Investment Services Company
  San Antonio, TX
  Denver, CO
  San Antonio, TX
  San Antonio, TX

Other Businesses

(1) CFP BOARD | NOT INVESTMENT RELATED | WASHINGTON, D.C. | START DATE 03/01/2021 | SANCTIONS AND FITNESS COMMISSION | ON A VOLUNTEER BASIS, PART OF THE SANCTIONS AND FITNESS COMMISSION FOR THE CFP BOARD. THE PURPOSE OF THE COMMISSION IS TO REVIEW AND RECOMMEND PROPOSED REVISIONS TO CFP BOARDS (1) SANCTION GUIDELINES (EXISTING CFP PROFESSIONALS) AND (2) FITNESS STANDARDS (FOR CANDIDATES); WILL MEET MONTHLY. THE BOARD WILL REVIEW RECOMMENDATIONS AND ISSUE A FINAL PROPOSAL FOR PUBLIC COMMENT BEFORE THE NEW STANDARDS ARE FINALIZED. THE COMMISSION IS A GROUP OF 15 VOLUNTEERS | LESS THAN 20 HOURS PER MONTH | APPROXIMATELY ONE HOUR PER DAY DURING SECURITIES TRADING HOURS; (2) CFP BUSINESS MODEL COUNCIL | NOT INVESTMENT RELATED | WASHINGTON, D.C. | START DATE 01/25/2018 | BUSINESS MODEL COUNCIL MEMBER | ATTEND PERIODIC BUSINESS MODEL COUNCIL MEETINGS (2-4 PER YEAR) ON BEHALF OF CHARLES SCHWAB & CO., INC., (CS&CO) AND SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. (SPCIA) TO PROVIDE RELEVANT FEEDBACK REGARDING CURRENT ISSUES PERTAINING TO CFP BOARD AND CERTIFICANT HOLDERS | LESS THAN 20 HOURS PER MONTH | APPROXIMATELY ONE HOUR DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-27

Other Names

• Demetra Panagakos
• Demetra Paige Panagakos