Mary Hong Hamblin

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.
  Lone Tree, CO
• 07/2019 → 12/2019
  Strive Prep - Rise
  Denver, CO
• 05/2019 → 07/2019
  Victoria University
  Melbourne, VI
• 10/2018 → 01/2019
  Cherokee Trail High School
  Aurora, CO
• 08/2018 → 12/2018
  Parker Performing Arts School
  Parker, CO
• 01/2015 → 05/2018
  Colorado College - Music Department
  Colorado Springs, CO
• 09/2016 → 05/2018
  Colorado College - Arts & Crafts
  Colorado Springs, CO
• 05/2018 → 07/2019
  Colorado College
  Colorado Springs, CO

Other Businesses

MerryMakes LLC | Investment Related: No | Retail | Owner | Start date: 2022-09-19 | Hours Per Month: 20-40 | Hours Spent during Security Trading: 0 | I would like to start a business selling my crocheted goods online. My responsibilities would include crocheting the goods, maintaining an online presence, and packing orders. MerryMakes LLC is registered with the Secretary of State in Colorado as of yesterday (9/1).

Exams

• S66 Uniform Combined State Law Examination
  2022-06-03
• S63 Uniform Securities Agent State Law Examination
  2022-01-14

Designations

• Certified Financial Planner

Other Names

• Mary Hong Hamblin
• Mary Hong Nguyen