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Robert Aaron Cox

Charles Schwab & Co., Inc.

St Louis, MO

CRD 7616727

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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
MO RA APPROVED 2025-03-27
  • MO RA
    APPROVED
    Since 2025-03-27

Branch Locations

500 Maryville University Drive, St Louis, MO 63141 • 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
Unemployed Ballwin MO 09/2021 08/2022
Quiktrip Tulsa OK 04/2008 08/2021
Td Ameritrade, Inc St Louis MO 09/2022 09/2023
Charles Schwab & Co., Inc. St Louis MO 09/2023 Present
  • 09/2021 → 08/2022
    Unemployed
    Ballwin, MO
  • 04/2008 → 08/2021
    Quiktrip
    Tulsa, OK
  • 09/2022 → 09/2023
    Td Ameritrade, Inc
    St Louis, MO
  • 09/2023 → Present
    Charles Schwab & Co., Inc.
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-25
S63 Uniform Securities Agent State Law Examination 2023-01-11
  • S66 Uniform Combined State Law Examination
    2025-03-25
  • S63 Uniform Securities Agent State Law Examination
    2023-01-11
Other Names
  • Rob Cox
  • Robert Cox

View on SEC IAPD

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