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Robyn Falgout Vincent

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 4943026

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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
TX RA APPROVED_RES 2025-01-02
CO RA APPROVED 2017-03-09
  • TX RA
    APPROVED_RES
    Since 2025-01-02
  • CO RA
    APPROVED
    Since 2017-03-09

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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. Lone Tree CO 10/2007 Present
Charles Schwab Bank Ssb Lone Tree CO 11/2014 Present
Other Businesses

start date 06/01/2021 , Robyn Falgout, Real Estate/Property Management, landlord,. 3127 Downing St, Denver, CO 80125, Hours per month less than 20

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-09
S63 Uniform Securities Agent State Law Examination 2005-07-19
  • S66 Uniform Combined State Law Examination
    2017-03-09
  • S63 Uniform Securities Agent State Law Examination
    2005-07-19
Other Names
  • Robyn Anne Falgout

View on SEC IAPD

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