Crockett Drew Dubose

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

• 06/2017 → 05/2020
  Usaa Financial Advisors Inc
  Addison, TX
• 06/2017 → 05/2020
  Usaa Financial Planning Services
  Addison, TX
• 01/2017 → 05/2017
  Unemployed
  College Station, TX
• 08/2015 → 12/2016
  Education (Texas A&M University)
  College Station, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Addison, TX
• 05/2020 → 06/2021
  Charles Schwab And Co., Inc.
  Westlake, TX
• 04/2021 → 04/2022
  Southern Methodist University
  Dallas, TX
• 05/2022 → Present
  Charles Schwab & Co., Inc.
  Houston, TX
• 05/2022 → Present
  Charles Schwab Bank, Ssb
  Houston, TX

Previous Registrations

• 2020-05-23 → 2021-06-21
  Charles Schwab & Co., Inc.
  Westlake, TX
• 2018-02-01 → 2020-05-24
  Usaa Investment Services Company
  Addison, TX
  Addison, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-26
• S63 Uniform Securities Agent State Law Examination
  2017-08-18

Other Names

• Crockett Dubose