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Riley William Stone

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6917914

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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
OH RA APPROVED 2025-03-25
CO RA APPROVED 2021-11-26
  • OH RA
    APPROVED
    Since 2025-03-25
  • CO RA
    APPROVED
    Since 2021-11-26

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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 06/2019 Present
Canoe Restaurant Center Harbor NH 05/2018 09/2018
Ubs Concord NH 03/2018 10/2018
Common Man Restaurants Meredith NH 11/2016 05/2017
Evo Payments International Tampa FL 05/2017 07/2017
Student New Hampton NH 09/2014 10/2016
Student Manchester NH 11/2018 05/2019
Student Manchester NH 08/2017 04/2018
Charles Schwab Bank, Ssb Lone Tree CO 03/2022 Present
  • 06/2019 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 05/2018 → 09/2018
    Canoe Restaurant
    Center Harbor, NH
  • 03/2018 → 10/2018
    Ubs
    Concord, NH
  • 11/2016 → 05/2017
    Common Man Restaurants
    Meredith, NH
  • 05/2017 → 07/2017
    Evo Payments International
    Tampa, FL
  • 09/2014 → 10/2016
    Student
    New Hampton, NH
  • 11/2018 → 05/2019
    Student
    Manchester, NH
  • 08/2017 → 04/2018
    Student
    Manchester, NH
  • 03/2022 → Present
    Charles Schwab Bank, Ssb
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-26
S63 Uniform Securities Agent State Law Examination 2021-01-25
  • S66 Uniform Combined State Law Examination
    2021-11-26
  • S63 Uniform Securities Agent State Law Examination
    2021-01-25

View on SEC IAPD

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