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Daniel Hogan Barry

Charles Schwab & Co., Inc.

Scottsdale, AZ

CRD 7134288

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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
AZ RA APPROVED 2023-07-31
  • AZ RA
    APPROVED
    Since 2023-07-31

Branch Locations

20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • 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
Td Ameritrade Saint Louis MO 08/2020 04/2023
Zeal Financial Group Columbia MO 01/2018 05/2018
College Student Columbia MO 08/2016 06/2020
Student Saint Louis MO 08/2010 Present
Charles Schwab & Co., Inc Scottsdale AZ 04/2023 Present
Charles Schwab Bank Ssb Scottsdale AZ 05/2024 Present
  • 08/2020 → 04/2023
    Td Ameritrade
    Saint Louis, MO
  • 01/2018 → 05/2018
    Zeal Financial Group
    Columbia, MO
  • 08/2016 → 06/2020
    College Student
    Columbia, MO
  • 08/2010 → Present
    Student
    Saint Louis, MO
  • 04/2023 → Present
    Charles Schwab & Co., Inc
    Scottsdale, AZ
  • 05/2024 → Present
    Charles Schwab Bank Ssb
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-28
S63 Uniform Securities Agent State Law Examination 2021-01-11
  • S66 Uniform Combined State Law Examination
    2023-07-28
  • S63 Uniform Securities Agent State Law Examination
    2021-01-11
Other Names
  • Daniel Barry

View on SEC IAPD

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Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
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Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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