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Stephen Roberts Decoursey

Charles Schwab & Co., Inc.

St. Petersburg, FL

CRD 3180012

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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
FL RA APPROVED 2026-01-07
TX RA APPROVED 2024-09-18
  • FL RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED
    Since 2024-09-18

Branch Locations

2831 4Th St. N, St. Petersburg, FL 33704 • 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
Unemployed Dallas TX 06/2022 09/2022
Unemployed Tampa FL 02/2021 06/2021
Unemployed St. Joseph MI 01/2019 11/2020
Unemployed St. Joseph MI 01/2018 08/2018
Truist Financial Corp. Katy TX 06/2021 06/2022
Pridestaff Irving TX 11/2020 02/2021
Meijer Inc. Stevensville MI 08/2018 01/2019
Horizon Bank St. Joseph MI 11/2015 01/2018
Td Ameritrade Southlake TX 09/2022 06/2024
Charles Schwab & Co., Inc. St. Petersburg FL 01/2024 Present
Charles Schwab Bank, Ssb St. Petersburg FL 12/2025 Present
  • 06/2022 → 09/2022
    Unemployed
    Dallas, TX
  • 02/2021 → 06/2021
    Unemployed
    Tampa, FL
  • 01/2019 → 11/2020
    Unemployed
    St. Joseph, MI
  • 01/2018 → 08/2018
    Unemployed
    St. Joseph, MI
  • 06/2021 → 06/2022
    Truist Financial Corp.
    Katy, TX
  • 11/2020 → 02/2021
    Pridestaff
    Irving, TX
  • 08/2018 → 01/2019
    Meijer Inc.
    Stevensville, MI
  • 11/2015 → 01/2018
    Horizon Bank
    St. Joseph, MI
  • 09/2022 → 06/2024
    Td Ameritrade
    Southlake, TX
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    St. Petersburg, FL
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    St. Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-17
S63 Uniform Securities Agent State Law Examination 2023-01-11
  • S66 Uniform Combined State Law Examination
    2024-09-17
  • S63 Uniform Securities Agent State Law Examination
    2023-01-11
Other Names
  • Stephen Roberts Decoursey
  • Stephen Roberts Decoursey
  • Stephen R Decoursey
  • Stephen Decoursey

View on SEC IAPD

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