Chad Bell

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

Authority	Category	Status	Date
CO	RA	APPROVED	2026-03-06

CO RA
APPROVED

Since 2026-03-06

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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

Organization	City	State	From	To
New York Yankees	Tampa	FL	06/2019	09/2022
Integrity Express Logistics	Denver	CO	06/2023	01/2025
Full Time Education	Monroe	LA	06/2015	05/2019
Djs Sport Shoppe	Ft Collins	CO	10/2021	06/2023
Charles Schwab & Co., Inc	Lone Tree	CO	01/2025	Present

06/2019 → 09/2022

New York Yankees

Tampa, FL
06/2023 → 01/2025

Integrity Express Logistics

Denver, CO
06/2015 → 05/2019

Full Time Education

Monroe, LA
10/2021 → 06/2023

Djs Sport Shoppe

Ft Collins, CO
01/2025 → Present

Charles Schwab & Co., Inc

Lone Tree, CO

Other Businesses

1) Fast Baseball Performance | Investment Related:No||Sports/Physical Recreation|Coach|2024-09-01|Less than 20|0|I give hitting lessons a couple times a week to kids.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-06
S63	Uniform Securities Agent State Law Examination	2025-07-28

S66 Uniform Combined State Law Examination

2026-03-06
S63 Uniform Securities Agent State Law Examination

2025-07-28

View on SEC IAPD