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Andre Damian Casares

Charles Schwab & Co., Inc.

Lone Tree, CO

Omaha, NE

CRD 6834033

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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 2025-10-01
  • CO RA
    APPROVED
    Since 2025-10-01

Branch Locations

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

200 S. 108 Ave, Omaha, NE 68154 • 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 07/2017 Present
Rio Mambo Colleyville TX 12/2016 07/2017
Global Exchange Vacation Club Irving TX 06/2016 07/2017
Charles Schwab Bank, Ssb Lone Tree CO 12/2025 Present
  • 07/2017 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 12/2016 → 07/2017
    Rio Mambo
    Colleyville, TX
  • 06/2016 → 07/2017
    Global Exchange Vacation Club
    Irving, TX
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-01
S63 Uniform Securities Agent State Law Examination 2018-01-26
  • S66 Uniform Combined State Law Examination
    2025-10-01
  • S63 Uniform Securities Agent State Law Examination
    2018-01-26

View on SEC IAPD

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