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Nathan Sharpe

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7702655

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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 2025-11-24
  • CO RA
    APPROVED
    Since 2025-11-24

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
Good Sam Englewood CO 11/2018 05/2023
Tucker, Albin & Associates Aurora CO 07/2018 11/2018
Dish Network El Paso TX 05/2012 07/2018
Charles Schwab Co., Inc. Lone Tree CO 05/2023 Present
  • 11/2018 → 05/2023
    Good Sam
    Englewood, CO
  • 07/2018 → 11/2018
    Tucker, Albin & Associates
    Aurora, CO
  • 05/2012 → 07/2018
    Dish Network
    El Paso, TX
  • 05/2023 → Present
    Charles Schwab Co., Inc.
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-24
S63 Uniform Securities Agent State Law Examination 2023-10-25
  • S66 Uniform Combined State Law Examination
    2025-11-24
  • S63 Uniform Securities Agent State Law Examination
    2023-10-25
Other Names
  • Nate Sharpe

View on SEC IAPD

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