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Wade Kinney

Charles Schwab & Co., Inc.

Chicago, IL

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-11-07
  • IL RA
    APPROVED
    Since 2024-11-07

Branch Locations

150 S. Wacker Drive, Chicago, IL 60606-4111 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 07/2021 09/2024
Stericycle Bannockburn IL 04/2019 07/2021
College Works Painting Chicago IL 03/2016 08/2018
Full Time Education Oakbrook IL 08/2018 03/2019
Pseb Hinsdale IL 09/2013 12/2018
Charles Schwab & Co, Inc Chicago IL 09/2024 Present
Charles Schwab Bank, Ssb Chicago IL 09/2024 Present
  • 07/2021 → 09/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 04/2019 → 07/2021
    Stericycle
    Bannockburn, IL
  • 03/2016 → 08/2018
    College Works Painting
    Chicago, IL
  • 08/2018 → 03/2019
    Full Time Education
    Oakbrook, IL
  • 09/2013 → 12/2018
    Pseb
    Hinsdale, IL
  • 09/2024 → Present
    Charles Schwab & Co, Inc
    Chicago, IL
  • 09/2024 → Present
    Charles Schwab Bank, Ssb
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-28
  • S66 Uniform Combined State Law Examination
    2021-10-28
Designations
Other Names
  • Wade William Kinney

View on SEC IAPD

Other Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

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James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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