Paul Daniel Roberts

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

• 09/2006 → Present
  United States Army Reserve
  Ft Carson, CO
• 05/2011 → 05/2020
  Usaa Financial Advisors Inc.
  Phoenix, AZ
• 05/2011 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 04/2017 → 05/2020
  Arizona Sports Complex
  Glendale, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 05/2005 → Present
  Self-Employed
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab Bank
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab & Co., Inc
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2011-06-23 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
  Scottsdale, AZ
  Phoenix, AZ
• 2008-04-10 → 2010-07-06
  Wells Fargo Investments, Llc
  Colorado Springs, CO
  Colorado Springs, CO
  Aurora, CO

Other Businesses

1) United States Army Reserve|Investment Related: No|6201 E Oak St, Phoenix, AZ, 85008, USA|Military|Human Resource Officer / Captain|9/6/2006|20-40 hour/month - 0 during trading hours|Human Resource Officer for Army Reserves, 2) Rental Properties|Investment Related: No|25313 N 52nd Ave, Phoenix, AZ, 85083, USA|Real Estate (Non-Agent/Broker)|Owner|12/1/2006|Less than 20 hour/month - 0 during trading hours|My wife and I jointly own 3 residential homes that are rented out for income. The addresses are as follows: 1860 Zebulon Dr. Colorado Springs, CO 80910 2934 S Scranton St. Aurora, CO 80014 9644 W Irma Lane Peoria AZ 85382, 3) Self-Employed|Investment Related: No|Sports/Physical Recreation|Certified Pickleball Coach/Instructor|11/6/2023|20-40 hour/month - 0 during trading hours|Coaching youth/adult pickleball lessons, 4) Monster Athlete Juniors LLC|Investment Related: No|Sports/Physical Recreation|Partner|4/15/2024|Less than 20 hour/month - 0 during trading hours|Partner in LLC, Growing Youth Pickleball in Arizona, 5) AZ Youth Pickleball Club|Investment Related: No|Nonprofit Charitable Organizations|Chief Financial Officer|4/15/2024|Less than 20 hour/month - 0 during trading hours|Club Growth, Fundraising, and key member

Exams

• S66 Uniform Combined State Law Examination
  2008-04-09

Designations

• Certified Financial Planner