Charles Ashton Richardson

Charles Schwab & Co., Inc.

CRD 8274010

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

Financial planning
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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

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-17

CA RA
APPROVED

Since 2026-08-17

Branch Locations

265 E. River Park Circle Suite 170, Fresno, CA 93720-1548 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc	Fresno	CA	06/2026	Present
Full Time Education	Fresno	CA	08/2021	12/2025
Unemployed	Fresno	CA	12/2025	06/2026
Full Time Education	Fresno	CA	08/2017	06/2021
Full Time Education	Fresno	CA	08/2015	06/2017
Charles Schwab Bank	Fresno	CA	06/2026	Present

06/2026 → Present

Charles Schwab & Co., Inc

Fresno, CA
08/2021 → 12/2025

Full Time Education

Fresno, CA
12/2025 → 06/2026

Unemployed

Fresno, CA
08/2017 → 06/2021

Full Time Education

Fresno, CA
08/2015 → 06/2017

Full Time Education

Fresno, CA
06/2026 → Present

Charles Schwab Bank

Fresno, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-17

S66 Uniform Combined State Law Examination

2026-08-17

View on SEC IAPD

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