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Freya Marie Cobb

Charles Schwab & Co., Inc.

Chicago, IL

Chicago, IL

CRD 7292485

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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
IL RA APPROVED 2025-09-20
  • IL RA
    APPROVED
    Since 2025-09-20

Branch Locations

430 N Michigan Ave, Chicago, IL 60611-4011 • United States

820 W. North Ave, Chicago, IL 60642-2502 • 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
Td Ameritrade Omaha NE 09/2020 10/2022
United Parcel Service Omaha NE 01/2018 09/2020
United Parcel Service Omaha NE 09/2017 12/2017
Lowes Madison Heights VA 04/2017 08/2017
Home Maker Madison Heights VA 08/2016 04/2017
Charles Schwab & Co., Inc. Chicago IL 10/2022 Present
Charles Schwab Bank, Ssb Chicago IL 09/2023 Present
  • 09/2020 → 10/2022
    Td Ameritrade
    Omaha, NE
  • 01/2018 → 09/2020
    United Parcel Service
    Omaha, NE
  • 09/2017 → 12/2017
    United Parcel Service
    Omaha, NE
  • 04/2017 → 08/2017
    Lowes
    Madison Heights, VA
  • 08/2016 → 04/2017
    Home Maker
    Madison Heights, VA
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Chicago, IL
  • 09/2023 → Present
    Charles Schwab Bank, Ssb
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-15
S63 Uniform Securities Agent State Law Examination 2020-12-28
  • S65 Uniform Investment Adviser Law Examination
    2025-09-15
  • S63 Uniform Securities Agent State Law Examination
    2020-12-28
Other Names
  • Freya Smith
  • Faith Marie Smith
  • Freya Cobb

View on SEC IAPD

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