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Robert Bradley Knick

Charles Schwab & Co., Inc.

Sarasota, FL

Palm Beach Gardens, FL

CRD 5415786

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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
FL RA APPROVED 2026-04-01
  • FL RA
    APPROVED
    Since 2026-04-01

Branch Locations

100 University Town Center Drive, Sarasota, FL 34243 • United States

4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • 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
Edward Jones St Louis MO 07/2019 02/2022
Big Js Outdoor Store Orting WA 03/2012 07/2019
Alpine Group Northwest Eatonville WA 01/2014 02/2026
Charles Schwab & Co, Inc Sarasota FL 03/2026 Present
Charles Schwab Bank, Ssb Sarasota FL 03/2026 Present
  • 07/2019 → 02/2022
    Edward Jones
    St Louis, MO
  • 03/2012 → 07/2019
    Big Js Outdoor Store
    Orting, WA
  • 01/2014 → 02/2026
    Alpine Group Northwest
    Eatonville, WA
  • 03/2026 → Present
    Charles Schwab & Co, Inc
    Sarasota, FL
  • 03/2026 → Present
    Charles Schwab Bank, Ssb
    Sarasota, FL
Previous Registrations
  • 2019-09-03 → 2022-03-01
    Edward Jones
    Eatonville, WA
    St Louis, MO
    Eatonville, WA
    Puyallup, WA
    Tacoma, WA
    Rome, GA
  • 2007-11-21 → 2010-04-01
    Edward Jones
    Graham, WA
    St Louis, MO
    Graham, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-31
  • S66 Uniform Combined State Law Examination
    2019-08-31
Other Names
  • Brad Knick

View on SEC IAPD

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