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Austin Billeter

Charles Schwab & Co., Inc.

Spokane, WA

CRD 7212393

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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
WA RA APPROVED 2021-05-29
  • WA RA
    APPROVED
    Since 2021-05-29

Branch Locations

818 West Riverside Avenue Suite 150, Spokane, WA 99201-0916 • 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. Spokane WA 12/2019 Present
Ean Holdings Llp Spokane WA 08/2017 10/2019
Eide Bailly Llp Spokane WA 01/2016 07/2017
Charles Schwab Bank Spokane WA 12/2019 Present
  • 12/2019 → Present
    Spokane, WA
  • 08/2017 → 10/2019
    Ean Holdings Llp
    Spokane, WA
  • 01/2016 → 07/2017
    Eide Bailly Llp
    Spokane, WA
  • 12/2019 → Present
    Charles Schwab Bank
    Spokane, WA
Other Businesses

1) Austin Billeter|Investment Related:No|Rental of personal residence |Owner|2024-11-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I am planning to rent out my personal residence. No other services services are provided. 2) Youtube |Investment Related:No|Youtube Video's|Content Creator |2025-02-05|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.1|Create educational video's on a Mobile Game's updates, strategies, and changes made throughout the game

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-29
S63 Uniform Securities Agent State Law Examination 2020-01-28
  • S65 Uniform Investment Adviser Law Examination
    2021-05-29
  • S63 Uniform Securities Agent State Law Examination
    2020-01-28
Other Names
  • Austin Billeter
  • Austin Ward Billeter

View on SEC IAPD

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