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Charles Raphael Wagner

Charles Schwab & Co., Inc.

Troy, MI

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-21
  • MI RA
    APPROVED
    Since 2024-09-21

Branch Locations

987 Wilshire Drive Suite A, Troy, MI 48084 • 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
Rocket Mortgage Detroit MI 10/2019 05/2022
Referral Partners International Rochester Hills MI 10/2013 03/2023
Charles Schwab & Co., Inc. Troy MI 03/2023 Present
Charles Schwab Bank, Ssb Troy MI 05/2023 Present
  • 10/2019 → 05/2022
    Rocket Mortgage
    Detroit, MI
  • 10/2013 → 03/2023
    Referral Partners International
    Rochester Hills, MI
  • 03/2023 → Present
    Charles Schwab & Co., Inc.
    Troy, MI
  • 05/2023 → Present
    Charles Schwab Bank, Ssb
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20
Other Names
  • Chuck Wagner
  • Chuck Wagner
  • Charles R Wagner

View on SEC IAPD

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DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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