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Bryce Allan Sadosky

Charles Schwab & Co., Inc.

Walnut Creek, CA

CRD 6609676

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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
CA RA APPROVED 2016-07-29
  • CA RA
    APPROVED
    Since 2016-07-29

Branch Locations

1231 S. California Blvd, Walnut Creek, CA 94596-5122 • 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. Walnut Creek CA 02/2016 Present
Charles Schwab Bank Walnut Creek CA 05/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-29
  • S66 Uniform Combined State Law Examination
    2016-07-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
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