Angela Maria-Jo Tipton

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

• 03/2016 → 07/2017
  Starbucks
  Decatur, TX
• 07/2017 → 12/2022
  Hartnett Restaurant Ventures
  Grapevine, TX
• 02/2021 → 07/2021
  Trinity Street Coffee Bar
  Decatur, TX
• 06/2022 → 11/2022
  Starbucks
  Grapevine, TX
• 12/2022 → 02/2023
  Unemployed
  Denver, CO
• 02/2023 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 03/2026 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-02-02
• S63 Uniform Securities Agent State Law Examination
  2023-06-22

Other Names

• Angie Tipton