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Casey Cooper

Charles Schwab & Co., Inc.

Washington, DC

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-12-05
CA RA APPROVED 2025-08-25
  • DC RA
    APPROVED
    Since 2025-12-05
  • CA RA
    APPROVED
    Since 2025-08-25

Branch Locations

1845 K Street, N.W., Washington, DC 20006-1209 • 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
Marinwood Community Service District San Rafael CA 09/2014 08/2018
California Orthopedics And Spine Larkspur CA 07/2020 06/2021
Future Medical Group Novato CA 05/2021 04/2024
Chess Wizards Chicago IL 08/2023 10/2023
Recreation Reimagined Petaluma CA 03/2022 09/2023
Full Time Education Eugene OR 09/2016 06/2020
Great American Restaurants Vienna VA 10/2023 09/2024
Charles Schwab & Co., Inc. Washington DC 09/2024 Present
Charles Schwab Bank, Ssb Washington DC 09/2024 Present
  • 09/2014 → 08/2018
    Marinwood Community Service District
    San Rafael, CA
  • 07/2020 → 06/2021
    California Orthopedics And Spine
    Larkspur, CA
  • 05/2021 → 04/2024
    Future Medical Group
    Novato, CA
  • 08/2023 → 10/2023
    Chess Wizards
    Chicago, IL
  • 03/2022 → 09/2023
    Recreation Reimagined
    Petaluma, CA
  • 09/2016 → 06/2020
    Full Time Education
    Eugene, OR
  • 10/2023 → 09/2024
    Great American Restaurants
    Vienna, VA
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Washington, DC
  • 09/2024 → Present
    Charles Schwab Bank, Ssb
    Washington, DC
Other Businesses

1) IRISH EMBASSY | Investment Related:No|Restaurant/Food Services|Bartender|3/5/2025|Less than 20|0|Bartending an event at the Irish Embassy.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-25
S63 Uniform Securities Agent State Law Examination 2025-05-20
  • S65 Uniform Investment Adviser Law Examination
    2025-08-25
  • S63 Uniform Securities Agent State Law Examination
    2025-05-20

View on SEC IAPD

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Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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