Rodney Silas Gillespie

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

• 06/2013 → 12/2022
  Tdameritrade, Inc
  Bellevue, WA
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Bellevue, WA
• 11/2023 → Present
  Charles Schwab Bank
  Bellevue, WA

Previous Registrations

• 2013-06-27 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Bellevue, WA
  Seattle, WA
  North Bethesda, MD
  Potomac, MD
• 2013-06-26 → 2022-10-14
  Td Ameritrade, Inc.
  Bellevue, WA
  Seattle, WA
  Potomac, MD
  Omaha, NE
• 2007-02-01 → 2008-12-31
  Ameriprise Financial Services, Llc
  Portland, OR
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2013-06-25
• S63 Uniform Securities Agent State Law Examination
  1998-10-16

Other Names

• Rodney Gillespie
• Rodney Silas Gillespie
• Rodney S Gillespie
• Rodney Sukas Gillespie