Nathan Ryan Gill

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

Authority	Category	Status	Date
CO	RA	APPROVED	2023-07-05

CO RA
APPROVED

Since 2023-07-05

Branch Locations

9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Zacks Investment Management	Chicago	IL	03/2015	09/2019
Hw Partners	Chicago	IL	10/2019	06/2020
Healthworks Insurance	Chicago	IL	06/2020	09/2020
Ameripro Roofing	Downers Grove	IL	09/2020	09/2020
Td Ameritrade	Lone Tree	CO	12/2020	06/2024
Charles Schwab & Co., Inc.	Lone Tree	CO	02/2022	Present
Charles Schwab Bank Ssb	Lone Tree	CO	04/2024	Present

03/2015 → 09/2019

Zacks Investment Management

Chicago, IL
10/2019 → 06/2020

Hw Partners

Chicago, IL
06/2020 → 09/2020

Healthworks Insurance

Chicago, IL
09/2020 → 09/2020

Ameripro Roofing

Downers Grove, IL
12/2020 → 06/2024

Td Ameritrade

Lone Tree, CO
02/2022 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
04/2024 → Present

Charles Schwab Bank Ssb

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-01
S63	Uniform Securities Agent State Law Examination	2021-04-13

S66 Uniform Combined State Law Examination

2023-07-01
S63 Uniform Securities Agent State Law Examination

2021-04-13

Other Names

Nate Gill
Nathan Gill

View on SEC IAPD