Zoe Powell

955,800 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
TX	RA	APPROVED	2022-12-05

Branch Locations

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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Westlake	TX	06/2022	Present
Charles Schwab And Td Ameritrade Ata Internship	St. Louis	MO	09/2021	05/2022
Glik's Corporation	Edwardsville	IL	07/2020	07/2021
Nordstrom	St. Louis	MO	05/2019	08/2019
Francesca's Collections	St. Louis	MO	05/2016	12/2018
Unemployed-Student	Edwardsville	IL	12/2018	05/2019
Unemployed	Edwardsville	IL	08/2019	07/2020
Unemployed	Edwardsville	IL	07/2021	09/2021
Moving	Edwardsville	IL	05/2022	06/2022
Charles Schwab Bank Ssb	Westlake	TX	06/2023	Present

06/2022 → Present

Charles Schwab & Co., Inc.

Westlake, TX
09/2021 → 05/2022

Charles Schwab And Td Ameritrade Ata Internship

St. Louis, MO
07/2020 → 07/2021

Glik's Corporation

Edwardsville, IL
05/2019 → 08/2019

Nordstrom

St. Louis, MO
05/2016 → 12/2018

Francesca's Collections

St. Louis, MO
12/2018 → 05/2019

Unemployed-Student

Edwardsville, IL
08/2019 → 07/2020

Unemployed

Edwardsville, IL
07/2021 → 09/2021

Unemployed

Edwardsville, IL
05/2022 → 06/2022

Moving

Edwardsville, IL
06/2023 → Present

Charles Schwab Bank Ssb

Westlake, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-03

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