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Krysten Michele Boykin

Charles Schwab & Co., Inc.

Round Rock, TX

Orlando, FL

CRD 6372557

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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 2018-08-20
  • TX RA
    APPROVED
    Since 2018-08-20

Branch Locations

Round Rock, TX • United States

70 S. Keller Road, Orlando, FL 32810 • 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. Austin TX 07/2014 Present
Lyft San Francisco CA 06/2014 Present
Charles Schwab Bank, Ssb Austin TX 03/2021 Present
Charles Schwab Premiere Bank Austin TX 03/2021 Present
Charles Schwab Trust Bank Austin TX 03/2021 Present
  • 07/2014 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 06/2014 → Present
    Lyft
    San Francisco, CA
  • 03/2021 → Present
    Charles Schwab Bank, Ssb
    Austin, TX
  • 03/2021 → Present
    Charles Schwab Premiere Bank
    Austin, TX
  • 03/2021 → Present
    Charles Schwab Trust Bank
    Austin, TX
Other Businesses

LYFT, SAN FRANCISCO, CALIFORNIA, NOT INVESTMENT RELATED, 06/19/2014, DRIVER, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS | Sharing and selling essential oils. YOUNG LIVING | NOT INVESTMENT-RELATED | 3125 Executive Parkway, Lehi, UT 84043 | RETAIL | DISTRIBUTOR | 07/25/2018 | LESS THAN 20 HPM | NONE DURING TRADING HOURS SCOUT & CELLAR | NOT INVESTMENT-RELATED | 4531 Simonton Rd, Farmers Branch, TX 75244 | FOOD/BEVERAGE PRODUCTION | CONSULTANT | 08/24/2020 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | Independent Wine Consultant. May make commission from promoting wine.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-20
S63 Uniform Securities Agent State Law Examination 2015-02-03
  • S66 Uniform Combined State Law Examination
    2018-08-20
  • S63 Uniform Securities Agent State Law Examination
    2015-02-03

View on SEC IAPD

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