Mitchel Dwayne Cox

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

• 08/2012 → 08/2017
  Usaa Financial Planning Services
  Colorado Springs, CO
• 08/2014 → 08/2017
  Usaa Financial Advisors Inc
  Colorado Springs, CO
• 08/2018 → Present
  Charles Schwab & Co., Inc.
  Blue Springs, MO
• 04/2018 → 08/2018
  State Farm
  Colorado Springs, CO
• 08/2017 → 04/2018
  Unemployed
  Colorado Springs, CO
• 03/2010 → Present
  Charles Schwab Bank, Ssb
  Blue Springs, MO
• 11/2020 → Present
  Charles Schwab Premiere Bank
  Blue Springs, MO
• 11/2020 → Present
  Charles Schwab Trust Bank
  Blue Springs, MO

Previous Registrations

• 2015-05-19 → 2017-09-22
  Usaa Financial Planning Services
  Colorado Springs, CO

Other Businesses

1) Door Dash | Investment Related:No|6687 Kari Ct|Colorado Springs|CO|80915|USA|Food/Beverage Production|Delivery Driver|3/3/2018|Less than 20|0|I would pick up food from restaurants and deliver them to houses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-15
• S63 Uniform Securities Agent State Law Examination
  2014-11-12

Other Names

• Mitchel D Cox