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Ryan Travis Bernard

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6553958

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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
TX RA APPROVED_RES 2020-01-08
CO RA APPROVED 2015-12-21
  • TX RA
    APPROVED_RES
    Since 2020-01-08
  • CO RA
    APPROVED
    Since 2015-12-21

Branch Locations

9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • 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. Lone Tree CO 08/2015 Present
Charles Schwab Bank Lone Tree CO 08/2017 Present
Other Businesses

1) Home|Investment Related: No|9002 E Caley Way, Centennial, CO, 80111, USA|Real Estate (Non-Agent/Broker)|Landlord|9/12/2024|Less than 20 hour/month - 0 during trading hours|I own a property that is being managed by a property management company that will generate rental income.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-19
  • S66 Uniform Combined State Law Examination
    2015-12-19

View on SEC IAPD

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