Francis Kirk

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 09/2024
  Lacrosse Unlimited
  Brentwood, NY
• 08/2019 → 08/2021
  Suny Nassau Community College
  Garden City, NY
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2025 → 01/2026
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2025 → Present
  Arizona State Men's Lacrosse
  Tempe, AZ
• 09/2024 → 03/2025
  Scottsdale Lacrosse
  Scottsdale, AZ
• 03/2025 → 08/2025
  Unemployed
  Phoenix, AZ
• 02/2017 → 05/2017
  La Fitness
  Levittown, NY
• 06/2017 → 03/2018
  La Fitness
  Smithtown, NY
• 08/2015 → 12/2016
  Full Time Education
  Owings Mills, MD

Other Businesses

1) Arizona State University Men's Lacrosse Club | Investment Related:No|510 S Dorsey Ln|Sports/Physical Recreation|Assistant Lacrosse Coach|2025-09-01|20-40|0|Skill development and coaching of the players on the men's lacrosse team.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-12
• S65 Uniform Investment Adviser Law Examination
  2026-01-10