Joe Richard Dandridge

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 12/2022
  Td Ameritrade
  Saint Louis, MO
• 05/2019 → 07/2019
  Carillon Group
  Chesterfield, MO
• 01/2018 → 02/2018
  Snow Creek
  Weston, MO
• 05/2017 → 06/2020
  Old Warson Country Club
  Ladue, MO
• 08/2016 → 05/2020
  Benedictine College
  Atchison, KS
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Saint Louis, MO

Previous Registrations

• 2022-09-12 → 2022-10-14
  Td Ameritrade, Inc.
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2022-09-09
• S63 Uniform Securities Agent State Law Examination
  2020-09-25

Other Names

• Joseph Richard Dandridge