Christopher Thomas Russell Kelly

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

• 07/2009 → 03/2020
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 04/2011 → 03/2020
  Charles Schwab Bank
  Lone Tree, CO
• 03/2020 → 08/2022
  American Financing
  Aurora, CO
• 08/2022 → 01/2023
  American Pacific Mortgage
  Roseville, CA
• 01/2023 → Present
  Charles Schwab & Co.
  Lone Tree, CO
• 01/2023 → Present
  Charles Schwab Bank
  Lone Tree, CO

Previous Registrations

• 2011-07-14 → 2020-04-07
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-03-30
• S63 Uniform Securities Agent State Law Examination
  2009-12-04

Other Names

• Chris Thomas Russell Kelly
• Chris T Kelly
• Christopher T Kelly
• Christopher Kelly