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Kevin Blaine

Charles Schwab & Co., Inc.

Roseville, CA

CRD 7157899

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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
CA RA APPROVED 2026-07-14
  • CA RA
    APPROVED
    Since 2026-07-14

Branch Locations

1186 Roseville Parkway Suite 180, Roseville, CA 95678 • 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
Jpmorgan Chase Bank, N.A. Campbell CA 07/2019 05/2023
J.P. Morgan Securities, Llc. Campbell CA 07/2019 05/2023
Pizza Hut Colleyville TX 04/2013 01/2019
Graves Roofing Rockwall TX 05/2016 05/2017
Papa Johns Rockwall TX 08/2015 09/2016
Unemployed Rockwall TX 05/2019 06/2019
Jimmy Johns Denton TX 05/2015 03/2019
Charles Schwab & Co., Inc Roseville CA 06/2023 Present
Charles Schwab Banks Ssb Roseville CA 06/2023 Present
  • 07/2019 → 05/2023
    Jpmorgan Chase Bank, N.A.
    Campbell, CA
  • 07/2019 → 05/2023
    J.P. Morgan Securities, Llc.
    Campbell, CA
  • 04/2013 → 01/2019
    Pizza Hut
    Colleyville, TX
  • 05/2016 → 05/2017
    Graves Roofing
    Rockwall, TX
  • 08/2015 → 09/2016
    Papa Johns
    Rockwall, TX
  • 05/2019 → 06/2019
    Unemployed
    Rockwall, TX
  • 05/2015 → 03/2019
    Jimmy Johns
    Denton, TX
  • 06/2023 → Present
    Charles Schwab & Co., Inc
    Roseville, CA
  • 06/2023 → Present
    Charles Schwab Banks Ssb
    Roseville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
S63 Uniform Securities Agent State Law Examination 2019-09-12
  • S66 Uniform Combined State Law Examination
    2024-11-01
  • S63 Uniform Securities Agent State Law Examination
    2019-09-12
Other Names
  • Kevin William Blaine

View on SEC IAPD

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DCA MANAGEMENT COMPANY, INC.
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Nearby Investors

KHOLT T. MULDERRIG
Christopher Bruce Stephenson
Kristofer Louis Jones

Nearby Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA

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