Sharon Kelly Loero

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

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-18

CA RA
APPROVED

Since 2026-07-18

Branch Locations

San Diego, CA • United States

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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 And Co., Inc.	Omaha	NE	03/2023	Present
Td Ameritrade Inc.	San Diego	CA	07/2010	12/2022

03/2023 → Present

Charles Schwab And Co., Inc.

Omaha, NE
07/2010 → 12/2022

Td Ameritrade Inc.

San Diego, CA

Other Businesses

Name of Outside Business:I own a rental property and collect rent from it; Investment Related:Yes; Address of Outside Business:Chula Vista CA; Nature of Outside Business:Rental Property; Position:Owner; Start Date:1/1/2013; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: This is passive income and I use a property manager to perform all functions related to the propery.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-17
S63	Uniform Securities Agent State Law Examination	1999-02-25

S66 Uniform Combined State Law Examination

2026-07-17
S63 Uniform Securities Agent State Law Examination

1999-02-25

Other Names

Kelly Hansen
Sharon Kelly Hansen

View on SEC IAPD