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Andrea Alycia Larson Mcconlogue

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 5716099

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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
TX RA APPROVED_RES 2019-01-02
CO RA APPROVED 2012-12-12
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • CO RA
    APPROVED
    Since 2012-12-12

Branch Locations

9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • 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
Charles Schwab & Co., Inc. Lone Tree CO 09/2009 Present
Charles Schwab Bank Lone Tree CO 08/2012 Present
Other Businesses

1. JMAM Holdings, LP|Investment Related:No|Established for Protection of Personal Assets from Husband's business|Member/Manager|2024-01-16|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Member/Manager of legal entity only, husband runs underlying business 2. JMAM Management, LLC (DE)|Investment Related:No|Established for Protection of Personal Assets from Husband's business|Member/Manager|2024-01-16|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|member/manager of legal entity only

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-10
S63 Uniform Securities Agent State Law Examination 2009-12-18
  • S66 Uniform Combined State Law Examination
    2012-12-10
  • S63 Uniform Securities Agent State Law Examination
    2009-12-18
Other Names
  • Andrea Alycia Larson
  • Andrea Larson

View on SEC IAPD

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