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Christian Allen Petersen

Charles Schwab & Co., Inc.

Menlo Park, CA

CRD 7321883

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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
CA RA APPROVED 2021-04-02
  • CA RA
    APPROVED
    Since 2021-04-02

Branch Locations

800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • 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
Charles Schwab & Co., Inc Menlo Park CA 12/2020 Present
Charles Schwab Bank, Ssb Menlo Park CA 12/2020 Present
Morningstar, Inc. Sydney 06/2019 07/2019
Student Tucson AZ 08/2019 11/2020
Student Tucson AZ 08/2018 05/2019
Kkr San Mateo CA 06/2018 07/2018
Express Plumbing San Mateo CA 06/2018 06/2018
Express Plumbing San Mateo CA 05/2017 07/2017
Student Tucson AZ 08/2017 05/2018
Student San Mateo CA 08/2014 05/2017
  • 12/2020 → Present
    Charles Schwab & Co., Inc
    Menlo Park, CA
  • 12/2020 → Present
    Charles Schwab Bank, Ssb
    Menlo Park, CA
  • 06/2019 → 07/2019
    Morningstar, Inc.
    Sydney
  • 08/2019 → 11/2020
    Student
    Tucson, AZ
  • 08/2018 → 05/2019
    Student
    Tucson, AZ
  • 06/2018 → 07/2018
    Kkr
    San Mateo, CA
  • 06/2018 → 06/2018
    Express Plumbing
    San Mateo, CA
  • 05/2017 → 07/2017
    Express Plumbing
    San Mateo, CA
  • 08/2017 → 05/2018
    Student
    Tucson, AZ
  • 08/2014 → 05/2017
    Student
    San Mateo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-02
  • S66 Uniform Combined State Law Examination
    2021-04-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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