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Josue Suarez

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7742543

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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
CO RA APPROVED 2026-07-31
  • CO RA
    APPROVED
    Since 2026-07-31

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Charles Schwab & Co., Inc. Lone Tree CO 07/2023 Present
Renco Electronics Inc Rockledge FL 01/2013 02/2017
Space Coast Credit Union Deland FL 02/2017 02/2021
Dhi Mortgage Austin TX 03/2021 03/2022
Total Home Roofing Duluth GA 03/2022 09/2022
Bellco Credit Union Denver CO 09/2022 07/2023
  • 07/2023 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 01/2013 → 02/2017
    Renco Electronics Inc
    Rockledge, FL
  • 02/2017 → 02/2021
    Space Coast Credit Union
    Deland, FL
  • 03/2021 → 03/2022
    Dhi Mortgage
    Austin, TX
  • 03/2022 → 09/2022
    Total Home Roofing
    Duluth, GA
  • 09/2022 → 07/2023
    Bellco Credit Union
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-31
S63 Uniform Securities Agent State Law Examination 2023-12-05
  • S66 Uniform Combined State Law Examination
    2026-07-31
  • S63 Uniform Securities Agent State Law Examination
    2023-12-05

View on SEC IAPD

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