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William Wild

Charles Schwab & Co., Inc.

San Diego, CA

CRD 6885654

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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
TX RA APPROVED 2022-01-09
CA RA APPROVED 2021-09-20
  • TX RA
    APPROVED
    Since 2022-01-09
  • CA RA
    APPROVED
    Since 2021-09-20

Branch Locations

12481 High Bluff Drive Suite 100, San Diego, CA 92130-3583 • 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
Wells Fargo Clearing Services Llc Salt Lake City UT 11/2017 05/2018
Medco Healthcare Services 661 Cypres Lake Blvd FL 04/2015 03/2017
Davinci Financial & Insurance Associates Irvine CA 03/2017 11/2017
Wells Fargo Clearing Services Llc Salt Lake City UT 05/2018 08/2021
Charles Schwab & Co., Inc. San Diego CA 08/2021 Present
Charles Schwab Bank, Ssb San Diego CA 08/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-27
  • S66 Uniform Combined State Law Examination
    2018-03-27

View on SEC IAPD

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