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Shelby Augusta Bullion

Charles Schwab & Co., Inc.

Menlo Park, CA

CRD 7435796

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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 2022-10-19
  • CA RA
    APPROVED
    Since 2022-10-19

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 02/2021 Present
Louisiana Art & Science Museum Baton Rouge LA 10/2018 01/2021
Dillards, Inc. Baton Rouge LA 06/2018 10/2018
Voices For Children Inc., Casa Bryan TX 03/2018 05/2018
Texas A&M University College Station TX 09/2014 05/2018
Holiday Inn Express Fredericksburg TX 06/2016 08/2017
Charles Schwab Bank, Ssb Menlo Park CA 05/2022 Present
  • 02/2021 → Present
    Charles Schwab & Co., Inc.
    Menlo Park, CA
  • 10/2018 → 01/2021
    Louisiana Art & Science Museum
    Baton Rouge, LA
  • 06/2018 → 10/2018
    Dillards, Inc.
    Baton Rouge, LA
  • 03/2018 → 05/2018
    Voices For Children Inc., Casa
    Bryan, TX
  • 09/2014 → 05/2018
    Texas A&M University
    College Station, TX
  • 06/2016 → 08/2017
    Holiday Inn Express
    Fredericksburg, TX
  • 05/2022 → Present
    Charles Schwab Bank, Ssb
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-26
  • S66 Uniform Combined State Law Examination
    2021-10-26
Other Names
  • Shelby Bullion

View on SEC IAPD

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