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Curtis Allen Hubbell

Charles Schwab & Co., Inc.

Kansas City, MO

Omaha, NE

CRD 6456187

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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
MO RA APPROVED 2019-05-24
  • MO RA
    APPROVED
    Since 2019-05-24

Branch Locations

700 W. 47Th Street Suite 110, Kansas City, MO 64112-1805 • United States

16811 Burke Street Suite 101, Omaha, NE 68118 • 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. Kansas City MO 02/2015 Present
Charles Schwab Bank, Ssb Kansas City MO 05/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-18
  • S66 Uniform Combined State Law Examination
    2015-06-18
Other Names
  • Curtis Hubbell

View on SEC IAPD

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