George Kostas Papadimitropoulos

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-01-02
CO	RA	APPROVED	2014-04-25

TX RA
APPROVED

Since 2020-01-02
CO RA
APPROVED

Since 2014-04-25

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	11/2011	Present
Schwab Wealth Advisory Inc	Lone Tree	CO	03/2014	Present

11/2011 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
03/2014 → Present

Schwab Wealth Advisory Inc

Lone Tree, CO

Other Businesses

SIGMA REAL ESTATE HOLDINGS LLC, ENGLEWOOD, COLORADO, NOT INVESTMENT RELATED, 12/29/2010, PRESIDENT, SEARCH FOR NEW PROPERTIES TO PURCHASE, REVIEW LEASE AGREEMENTS, ASSIST WITH MAINTENANCE, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-04-24
S63	Uniform Securities Agent State Law Examination	2012-07-16

S66 Uniform Combined State Law Examination

2014-04-24
S63 Uniform Securities Agent State Law Examination

2012-07-16

Designations

Certified Financial Planner

Other Names

George Kostas Papadimitropoulos

View on SEC IAPD