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Shawn T Dickerson

Charles Schwab & Co., Inc.

Colorado Springs, CO

Omaha, NE

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-05-23
  • CO RA
    APPROVED
    Since 2020-05-23

Branch Locations

Colorado Springs, CO • United States

200 S. 108 Ave, Omaha, NE 68154 • 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
Usaa Financial Advisors Inc Colo Spgs CO 08/2014 05/2020
Usaa Financial Planning Services Colo Spgs CO 04/2012 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co., Inc. Colorado Springs CO 05/2020 Present
  • 08/2014 → 05/2020
    Usaa Financial Advisors Inc
    Colo Spgs, CO
  • 04/2012 → 05/2020
    Usaa Financial Planning Services
    Colo Spgs, CO
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-14
S63 Uniform Securities Agent State Law Examination 2014-09-23
  • S65 Uniform Investment Adviser Law Examination
    2015-09-14
  • S63 Uniform Securities Agent State Law Examination
    2014-09-23

View on SEC IAPD

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