Marielle Stockdale

168,774 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-01-02
TX	RA	APPROVED	2022-06-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Military - Us Army	Multiple; Includes: Ellenwood, Ga; Buckley Afb, Co	XX	11/2007	12/2018
First Command Financial Planning, Inc.	Fort Worth	TX	03/2021	05/2022
Usaa Group	San Antonio	TX	08/2013	03/2021
Schwab Wealth Advisory	Highlands Ranch	CO	05/2022	Present
Charles Schwab & Co., Inc.	Highlands Ranch	CO	05/2022	Present

11/2007 → 12/2018

Military - Us Army

Multiple; Includes: Ellenwood, Ga; Buckley Afb, Co, XX
03/2021 → 05/2022

First Command Financial Planning, Inc.

Fort Worth, TX
08/2013 → 03/2021

Usaa Group

San Antonio, TX
05/2022 → Present

Schwab Wealth Advisory

Highlands Ranch, CO
05/2022 → Present

Charles Schwab & Co., Inc.

Highlands Ranch, CO

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-09-19
S65	Uniform Investment Adviser Law Examination	2015-07-06