Owen Gene Oshaughnessy

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

• 06/2016 → 06/2017
  Full-Time Education
  Portsmouth, VA
• 02/2017 → 05/2017
  Kroger
  Suffolk, VA
• 06/2017 → 09/2017
  Continental Pools Llc
  Savage, MD
• 09/2017 → 12/2021
  Full-Time Education
  Norfolk, VA
• 02/2018 → 03/2019
  The Egg Bistro
  Chesapeake, VA
• 04/2019 → 05/2019
  Dirty Buffalo Resturant Llc
  Norfolk, VA
• 05/2019 → 02/2021
  Freemason Abbey Restaurant
  Norfolk, VA
• 01/2021 → 03/2022
  Nexgen Title Agency, Llc
  Norfolk, VA
• 03/2022 → 10/2022
  Townebank
  Portsmouth, VA
• 10/2022 → 03/2023
  Arkad, Llc
  Norfolk, VA
• 11/2022 → 12/2022
  Alperin Law, Pllc
  Virginia Beach, VA
• 03/2023 → Present
  Charles Schwab & Co., Inc.
  Virginia Beach, VA

Exams

• S66 Uniform Combined State Law Examination
  2025-02-08
• S63 Uniform Securities Agent State Law Examination
  2023-06-22

Other Names

• Owen Oshaughnessy