Paul J Beblavi

Charles Schwab & Co., Inc.

CRD 6794569

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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

Authority	Category	Status	Date
CO	RA	APPROVED	2021-04-09

CO RA
APPROVED

Since 2021-04-09

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

11800 Schwab Way, Austin, TX 78758 • 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.	Lone Tree	CO	05/2017	Present
Waterway Gas & Wash	Denver	CO	11/2012	04/2017
Charles Schwab Bank, Ssb	Lone Tree	CO	05/2020	Present

05/2017 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
11/2012 → 04/2017

Waterway Gas & Wash

Denver, CO
05/2020 → Present

Charles Schwab Bank, Ssb

Lone Tree, CO

Other Businesses

1) UberEats | Investment Related:No|1455 Market St suite 400|San Francisco|CA|94103|USA|Food/Beverage Production|Delivery|12/10/2020|Less than 20|0|delivery driver

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-09
S63	Uniform Securities Agent State Law Examination	2017-09-18

S66 Uniform Combined State Law Examination

2021-04-09
S63 Uniform Securities Agent State Law Examination

2017-09-18

View on SEC IAPD

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