Cory Wade

Current Employers

Employment History

• 04/2015 → 04/2020
  Td Ameritrade
  Indianapolis, IN
• 08/2017 → 04/2020
  Georgia State University
  Atlanta, GA
• 04/2020 → 05/2025
  Fidelity Brokerage Services
  Sarasota, FL
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 05/2025 → Present
  Charles Schwab & Co., Inc.
  Atlanta, GA
• 05/2025 → Present
  Schwab Wealth Advisory, Inc.
  Atlanta, GA

Previous Registrations

• 2025-03-31 → 2025-06-11
  Strategic Advisers Llc
  Atlanta, GA
  Clarkston, GA
  Boston, MA
• 2020-05-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sarasota, FL
• 2015-04-16 → 2020-04-21
  Td Ameritrade, Inc.
  Indianapolis, IN
  Alpharetta, GA
• 2015-04-16 → 2020-04-21
  Td Ameritrade Investment Management, Llc
  Indianapolis, IN
  Alpharetta, GA
  Alpharetta, GA
• 2014-11-05 → 2015-04-17
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Other Businesses

1) Wade Properties and Management | Investment Related:No||Real Estate (Non-Agent/Broker)|Airbn Rental Owner|2025-01-04|Less than 20|0|I own a short term rental property through Airbnb

Exams

• S66 Uniform Combined State Law Examination
  2014-11-04
• S63 Uniform Securities Agent State Law Examination
  2013-09-20

Designations

Other Names

• Cory David Wade