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Anthony Steven Robinson

Charles Schwab & Co., Inc.

Sedalia, CO

Phoenix, AZ

CRD 2349297

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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
CO RA APPROVED 2019-02-22
  • CO RA
    APPROVED
    Since 2019-02-22

Branch Locations

Sedalia, CO • United States

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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
Tiaa Denver CO 09/2005 01/2019
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 09/2005 01/2019
Charles Schwab & Co., Inc. Sedalia CO 02/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-05
S63 Uniform Securities Agent State Law Examination 2005-11-14
  • S65 Uniform Investment Adviser Law Examination
    2007-10-05
  • S63 Uniform Securities Agent State Law Examination
    2005-11-14
Other Names
  • Tony Robinson

View on SEC IAPD

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