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Darrell Wilcox

Charles Schwab & Co., Inc.

Portland, OR

CRD 7692405

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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
OR RA APPROVED 2026-01-27
  • OR RA
    APPROVED
    Since 2026-01-27

Branch Locations

1540 Nw 21St Avenue, Portland, OR 97209 • 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
Fisher Investments Camas WA 03/2021 07/2025
Breakside Brewery Portland OR 06/2018 03/2021
Bumpers Grill And Bar Fairview OR 10/2013 06/2017
Unemployed Bellingham WA 06/2017 06/2018
Charles Schwab & Co., Inc. Portland OR 12/2025 Present
Charles Schwab Bank, Ssb Portland OR 12/2025 Present
Unemployed Portland OR 08/2025 11/2025
  • 03/2021 → 07/2025
    Fisher Investments
    Camas, WA
  • 06/2018 → 03/2021
    Breakside Brewery
    Portland, OR
  • 10/2013 → 06/2017
    Bumpers Grill And Bar
    Fairview, OR
  • 06/2017 → 06/2018
    Unemployed
    Bellingham, WA
  • 12/2025 → Present
    Charles Schwab & Co., Inc.
    Portland, OR
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Portland, OR
  • 08/2025 → 11/2025
    Unemployed
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-16
S65 Uniform Investment Adviser Law Examination 2023-06-15
  • S63 Uniform Securities Agent State Law Examination
    2026-03-16
  • S65 Uniform Investment Adviser Law Examination
    2023-06-15

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

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