Joshua Dwight Lange

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

• 01/2022 → 06/2023
  Td Ameritrade
  St. Louis, MO
• 02/2019 → 01/2022
  Buffalo Wild Wings
  Edwardsville, IL
• 09/2018 → 02/2019
  Joe's Pizza And Pasta
  Edwardsville, IL
• 08/2018 → 09/2018
  N/A
  Edwardsville, IL
• 06/2018 → 08/2018
  Custom Group Inc.
  Bartlett, IL
• 04/2018 → 06/2018
  N/A
  Edwardsville, IL
• 09/2017 → 04/2018
  Chik-Fil-A
  Edwardsville, IL
• 08/2017 → 09/2017
  N/A
  Edwardsville, IL
• 06/2017 → 08/2017
  School Health
  Hanover Park, IL
• 10/2016 → 06/2017
  Rosati's
  Geln Ellyn, IL
• 09/2016 → 10/2016
  Caputos
  Hanover Park, IL
• 07/2016 → 05/2017
  Rosati's
  Schaumburg, IL
• 01/2023 → Present
  Charles Schwab & Co., Inc.
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2024-06-18
• S63 Uniform Securities Agent State Law Examination
  2022-06-22