George Penzold Page

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 → Present
  Charles Schwab & Co., Inc
  Westlake, TX
• 09/2019 → 01/2020
  Christie's International Real Estate
  Fort Worth, TX
• 09/2015 → 08/2019
  Coldwell Banker Residential Brokerage
  Fort Worth, TX

Other Businesses

Self Employed| Carpenter| NOT investment-related| Since 2010 I occasionally help a friend with his 1920 Historic house. Projects are varied, but some examples of past work are putting up trim and wainscoting, repairing floors and furniture, and painting walls| Less than 20 hrs monthly| No business during trading hours| Work address is my home address: 5013 Barbara Rd, Fort Worth, TX 76114

Exams

• S66 Uniform Combined State Law Examination
  2022-05-02
• S63 Uniform Securities Agent State Law Examination
  2020-10-16

Other Names

• George Penzold Page Iii