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Maxwell Forbes Lush

Charles Schwab & Co., Inc.

Chicago, IL

CRD 7135839

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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
IL RA APPROVED 2022-05-26
TX RA APPROVED 2021-06-28
  • IL RA
    APPROVED
    Since 2022-05-26
  • TX RA
    APPROVED
    Since 2021-06-28

Branch Locations

430 N Michigan Ave, Chicago, IL 60611-4011 • 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. Chicago IL 08/2020 Present
Lambda Chi Alpha Tuscaloosa AL 08/2019 08/2020
Charles Schwab & Co., Inc. Lone Tree CO 06/2019 08/2019
Full-Time Education Tuscaloosa AL 08/2018 06/2019
Sullivan Hayes Brokerage Greenwood Village CO 05/2018 08/2018
Full-Time Education Tuscaloosa AL 08/2017 05/2018
Sanctuary Golf Course Sedalia CO 05/2017 08/2017
Full-Time Education Tuscaloosa AL 08/2016 05/2017
Charles Schwab Bank, Ssb Chicago IL 01/2022 Present
  • 08/2020 → Present
    Charles Schwab & Co., Inc.
    Chicago, IL
  • 08/2019 → 08/2020
    Lambda Chi Alpha
    Tuscaloosa, AL
  • 06/2019 → 08/2019
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 08/2018 → 06/2019
    Full-Time Education
    Tuscaloosa, AL
  • 05/2018 → 08/2018
    Sullivan Hayes Brokerage
    Greenwood Village, CO
  • 08/2017 → 05/2018
    Full-Time Education
    Tuscaloosa, AL
  • 05/2017 → 08/2017
    Sanctuary Golf Course
    Sedalia, CO
  • 08/2016 → 05/2017
    Full-Time Education
    Tuscaloosa, AL
  • 01/2022 → Present
    Charles Schwab Bank, Ssb
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-28
  • S66 Uniform Combined State Law Examination
    2021-06-28
Designations
  • Certified Financial Planner
Other Names
  • Max Lush

View on SEC IAPD

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