Bavneet Makkar

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

Authority	Category	Status	Date
PA	RA	APPROVED	2024-08-05

PA RA
APPROVED

Since 2024-08-05

Branch Locations

2080 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States

136 15Th Street, Pittsburgh, PA 15222 • 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

Organization	City	State	From	To
Td Ameritrade	Pittsburgh	PA	11/2021	05/2024
Gene Cook Supports	Monroeville	PA	11/2019	Present
American Association Of Teachers Of German	Monroeville	PA	04/2020	12/2020
Target	Monroeville	PA	11/2019	02/2020
First National Bank	Monroeville	PA	05/2019	12/2021
Holiday Inn Express	Monroeville	PA	05/2018	05/2019
Washington And Jefferson Colllege	Washington	PA	10/2017	05/2021
Office Depot Office Max	Monroeville	PA	07/2017	10/2017
Unemployed	Monroeville	PA	01/2012	07/2017
Charles Schwab & Co., Inc.	Pittsburgh	PA	12/2023	Present
Charles Schwab Bank, Ssb	Pittsburgh	PA	07/2024	Present

11/2021 → 05/2024

Td Ameritrade

Pittsburgh, PA
11/2019 → Present

Gene Cook Supports

Monroeville, PA
04/2020 → 12/2020

American Association Of Teachers Of German

Monroeville, PA
11/2019 → 02/2020

Target

Monroeville, PA
05/2019 → 12/2021

First National Bank

Monroeville, PA
05/2018 → 05/2019

Holiday Inn Express

Monroeville, PA
10/2017 → 05/2021

Washington And Jefferson Colllege

Washington, PA
07/2017 → 10/2017

Office Depot Office Max

Monroeville, PA
01/2012 → 07/2017

Unemployed

Monroeville, PA
12/2023 → Present

Charles Schwab & Co., Inc.

Pittsburgh, PA
07/2024 → Present

Charles Schwab Bank, Ssb

Pittsburgh, PA

Other Businesses

Gene Cook Supports, LLC|Investment Related:No|Healthcare Services|Behavioral Specialist|2019-11-15|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|Through Gene Cook Supports, I take care of one client with autism. My duties are to help him grow according to the goals that are set in place by his family and the company. These include tasks like personal hygiene, household chores, and doing activities that he wants to do. Usually, my time with my client is helping him shower, getting him meals, and taking him out to places like the mall, the zoo, the park, etc to get him out of the house. Additionally, I work to help him better express emotions as anger is one of the parents main concern. I take my client to meetings once a month to check in with his progress as well as helping the family set up additional services to better help him progress.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-05

S66 Uniform Combined State Law Examination

2024-08-05

Other Names

Bavi Makkar

View on SEC IAPD