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Regan Kerr

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7685426

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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
CO RA APPROVED 2024-04-03
TX RA APPROVED 2023-06-22
  • CO RA
    APPROVED
    Since 2024-04-03
  • TX RA
    APPROVED
    Since 2023-06-22

Branch Locations

9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • 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
Full-Time Education Phoenix AZ 04/2015 01/2018
Lgo Phoenix AZ 01/2018 05/2018
Full-Time Education College Park MD 05/2018 06/2021
Softball America Phoenix AZ 06/2021 08/2021
Full-Time Education College Park MD 08/2021 05/2022
Extended Travel Phoenix AZ 05/2022 11/2022
Lululemon Phoenix AZ 11/2022 03/2023
Charles Schwab & Co., Inc Lone Tree CO 03/2023 Present
Charles Schwab Bank Lone Tree CO 07/2025 Present
  • 04/2015 → 01/2018
    Full-Time Education
    Phoenix, AZ
  • 01/2018 → 05/2018
    Lgo
    Phoenix, AZ
  • 05/2018 → 06/2021
    Full-Time Education
    College Park, MD
  • 06/2021 → 08/2021
    Softball America
    Phoenix, AZ
  • 08/2021 → 05/2022
    Full-Time Education
    College Park, MD
  • 05/2022 → 11/2022
    Extended Travel
    Phoenix, AZ
  • 11/2022 → 03/2023
    Lululemon
    Phoenix, AZ
  • 03/2023 → Present
    Charles Schwab & Co., Inc
    Lone Tree, CO
  • 07/2025 → Present
    Charles Schwab Bank
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-17
  • S66 Uniform Combined State Law Examination
    2023-06-17

View on SEC IAPD

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