Austin James Bloom

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

• 01/2020 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 01/2010 → 10/2019
  High School/University Of Missouri
  Bloomington Il/Columbia, MO
• 04/2019 → 08/2019
  Landmark Bank
  Columbia, MO
• 01/2019 → 08/2019
  Vita- Volunteer Income Tax Assistance
  Columbia, MO
• 04/2018 → 10/2018
  Central Bank
  Columbia, MO
• 09/2016 → 12/2017
  State Farm
  Columbia, MO
• 06/2017 → 09/2017
  Spirits Of Columbia Llc
  Columbia, MO
• 06/2021 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2021 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2021-01-20 → 2021-06-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-01-18

Other Names

• Austin Bloom