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Carson Scott Shoemaker

Charles Schwab & Co., Inc.

Austin, TX

CRD 7536633

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-16
  • TX RA
    APPROVED
    Since 2025-06-16

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Charles Schwab & Co., Inc. Austin TX 06/2022 Present
Coaches Insider Fort Collins CO 11/2021 03/2022
Follett Corporation Greeley CO 08/2019 09/2019
Niu Football/Huskie Vision Dekalb IL 04/2016 05/2019
Founder's Library Dekalb IL 04/2015 04/2018
University Of Northern Colorado Greeley CO 08/2019 12/2020
University Of Northern Colorado Greeley CO 07/2021 11/2021
University Of Northern Colorado Greeley CO 09/2019 12/2020
Thirsty Discount Liquors Dekalb IL 05/2018 08/2019
University Of Northern Colorado Greeley CO 01/2021 05/2021
Unemployed Fort Collins CO 04/2022 05/2022
Unemployed Greeley CO 06/2021 06/2021
Unemployed Greeley CO 06/2020 12/2020
  • 06/2022 → Present
    Austin, TX
  • 11/2021 → 03/2022
    Coaches Insider
    Fort Collins, CO
  • 08/2019 → 09/2019
    Follett Corporation
    Greeley, CO
  • 04/2016 → 05/2019
    Niu Football/Huskie Vision
    Dekalb, IL
  • 04/2015 → 04/2018
    Founder's Library
    Dekalb, IL
  • 08/2019 → 12/2020
    University Of Northern Colorado
    Greeley, CO
  • 07/2021 → 11/2021
    University Of Northern Colorado
    Greeley, CO
  • 09/2019 → 12/2020
    University Of Northern Colorado
    Greeley, CO
  • 05/2018 → 08/2019
    Thirsty Discount Liquors
    Dekalb, IL
  • 01/2021 → 05/2021
    University Of Northern Colorado
    Greeley, CO
  • 04/2022 → 05/2022
    Unemployed
    Fort Collins, CO
  • 06/2021 → 06/2021
    Unemployed
    Greeley, CO
  • 06/2020 → 12/2020
    Unemployed
    Greeley, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-14
S63 Uniform Securities Agent State Law Examination 2022-09-28
  • S66 Uniform Combined State Law Examination
    2025-06-14
  • S63 Uniform Securities Agent State Law Examination
    2022-09-28
Other Names
  • Carson Shoemaker
  • Carson S. Shoemaker
  • Carson Scott Shoemaker

View on SEC IAPD

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