Robert John Hobdy

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

• 03/2016 → 03/2018
  Scottrade
  St. Louis, MO
• 03/2018 → 02/2019
  First Command Financial Planning, Inc
  Fort Worth, TX
• 02/2019 → 11/2019
  Morgan Stanley
  Gilbert, AZ
• 11/2019 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2019-04-12 → 2019-11-08
  Morgan Stanley
  Gilbert, AZ
  Purchase, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-11
• S63 Uniform Securities Agent State Law Examination
  2016-03-24

Other Names

• Robert John Hobdy
• Robert John Hobdy
• Robert John Hobdy
• Robert John Hobdy
• Robert J Hobdy