Julianna Marie Miller

Charles Schwab & Co., Inc.

CRD 6979758

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2020-02-20
TX	RA	APPROVED	2019-03-04

CA RA
APPROVED

Since 2020-02-20
TX RA
APPROVED

Since 2019-03-04

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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Menlo Park	CA	06/2018	Present
City Of Sharonville	Sharonville	OH	05/2017	06/2018
Avail, Llc	Lexington	KY	02/2018	04/2018
Robert Half/ Office Team	Cincinnati	OH	05/2017	08/2017
University Of Kentucky	Lexington	KY	08/2014	05/2018
Charles Schwab Bank	Menlo Park	CA	11/2019	Present

06/2018 → Present

Charles Schwab & Co., Inc.

Menlo Park, CA
05/2017 → 06/2018

City Of Sharonville

Sharonville, OH
02/2018 → 04/2018

Avail, Llc

Lexington, KY
05/2017 → 08/2017

Robert Half/ Office Team

Cincinnati, OH
08/2014 → 05/2018

University Of Kentucky

Lexington, KY
11/2019 → Present

Charles Schwab Bank

Menlo Park, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-04

S66 Uniform Combined State Law Examination

2019-03-04

View on SEC IAPD

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