Mary Lynn Conroy

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

• 02/2017 → Present
  Charles Schwab & Co., Inc.
  Oakton, VA
• 08/2016 → 02/2017
  Lowry & Associates
  Colorado Spring, CO
• 03/2016 → 01/2017
  Onespace
  Colorado Springs, CO
• 06/2013 → Present
  Us Army Reserve
  Aurora, CO
• 08/2018 → Present
  Charles Schwab Bank, Ssb
  Oakton, VA
• 06/2021 → Present
  Charles Schwab Premiere Bank
  Oakton, VA
• 11/2020 → Present
  Charles Schwab Trust Bank
  Oakton, VA

Other Businesses

(1) US Army Reserve, not investment related, Aurora, Colorado, start date 06/01/2013, Intelligence Analyst, performing analysis of enemy activity in the Central Command Area of Operations. Hours per month 20-40. (2) SKYVIEW HARBOR/ETSY; 01/15/2018; COLORADO SPRINGS, COLORADO; NOT INVESTMENT RELATED; RETAIL; CRAFT MAKER; LESS THAN 20 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-05
• S63 Uniform Securities Agent State Law Examination
  2017-06-30

Other Names

• Mary L Gouthro