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Adam Jordan Parker

Charles Schwab & Co., Inc.

Greenville, SC

CRD 7263552

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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
SC RA APPROVED 2024-02-14
  • SC RA
    APPROVED
    Since 2024-02-14

Branch Locations

12 East Washington St, Greenville, SC 29601-2731 • 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
Fidelity Brokerage Services Llc Ann Arbor MI 06/2020 01/2024
Palms Associates Savannah GA 11/2019 05/2020
Self-Employed Savannah GA 05/2019 11/2019
Forge (X) Corporation Savannah GA 09/2014 05/2019
Charles Schwab & Co., Inc Greenville SC 02/2024 Present
Charles Schwab Bank Ssb Greenville SC 02/2024 Present
  • 06/2020 → 01/2024
    Fidelity Brokerage Services Llc
    Ann Arbor, MI
  • 11/2019 → 05/2020
    Palms Associates
    Savannah, GA
  • 05/2019 → 11/2019
    Self-Employed
    Savannah, GA
  • 09/2014 → 05/2019
    Forge (X) Corporation
    Savannah, GA
  • 02/2024 → Present
    Charles Schwab & Co., Inc
    Greenville, SC
  • 02/2024 → Present
    Charles Schwab Bank Ssb
    Greenville, SC
Previous Registrations
  • 2020-10-30 → 2024-01-24
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-20
  • S66 Uniform Combined State Law Examination
    2020-10-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC

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