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Tabatha Roupe Schury

Charles Schwab & Co., Inc.

Bear, DE

Boston, MA

CRD 6216847

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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
VA RA APPROVED 2021-07-07
DE RA APPROVED 2015-09-14
  • VA RA
    APPROVED
    Since 2021-07-07
  • DE RA
    APPROVED
    Since 2015-09-14

Branch Locations

Bear, DE • United States

One International Place, Boston, MA 02110-2600 • 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. Wilmington DE 04/2015 Present
Charles Schwab Bank Wilmington DE 04/2015 07/2021
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-13
S63 Uniform Securities Agent State Law Examination 2013-12-06
  • S66 Uniform Combined State Law Examination
    2015-09-13
  • S63 Uniform Securities Agent State Law Examination
    2013-12-06
Designations
  • Certified Financial Planner
Other Names
  • Tabatha Schury

View on SEC IAPD

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