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Garland Overton Sharp

Charles Schwab & Co., Inc.

Newport Beach, CA

CRD 5341292

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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 2013-07-12
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • CA RA
    APPROVED
    Since 2013-07-12

Branch Locations

16 Corporate Plaza Dr, Newport Beach, CA 92660 • 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. Newport Beach CA 05/2007 Present
Charles Schwab Bank Ssb Newport Beach CA 07/2013 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-30
S63 Uniform Securities Agent State Law Examination 2007-07-11
  • S66 Uniform Combined State Law Examination
    2010-08-30
  • S63 Uniform Securities Agent State Law Examination
    2007-07-11
Other Names
  • Garland Overton Sharp
  • Garland Overton Sharp
  • Garland Overton Sharp

View on SEC IAPD

Nearby Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC

Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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