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Kristian Danielle Faria

Charles Schwab & Co., Inc.

Villa Rica, GA

Indianapolis, IN

CRD 7716710

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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
GA RA APPROVED 2024-08-08
  • GA RA
    APPROVED
    Since 2024-08-08

Branch Locations

Villa Rica, GA • United States

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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. Villa Rica GA 04/2023 Present
Full-Time Education Carrollton GA 05/2014 08/2018
First Presbyterian Church Villa Rica GA 05/2016 08/2018
Lifeway Christian Bookstore Douglasville GA 07/2017 08/2018
Unemployed Villa Rica GA 08/2018 01/2019
Full-Time Education Lynchburg VA 01/2019 08/2020
Unemployed Villa Rica GA 08/2020 02/2021
Murphy Law Firm Douglasville GA 02/2021 03/2021
Crane Industry Services Villa Rica GA 05/2021 10/2022
Lowes Home Improvement Douglasville GA 10/2022 12/2022
Kristian Faria Villa Rica GA 03/2021 04/2023
  • 04/2023 → Present
    Charles Schwab & Co., Inc.
    Villa Rica, GA
  • 05/2014 → 08/2018
    Full-Time Education
    Carrollton, GA
  • 05/2016 → 08/2018
    First Presbyterian Church
    Villa Rica, GA
  • 07/2017 → 08/2018
    Lifeway Christian Bookstore
    Douglasville, GA
  • 08/2018 → 01/2019
    Unemployed
    Villa Rica, GA
  • 01/2019 → 08/2020
    Full-Time Education
    Lynchburg, VA
  • 08/2020 → 02/2021
    Unemployed
    Villa Rica, GA
  • 02/2021 → 03/2021
    Murphy Law Firm
    Douglasville, GA
  • 05/2021 → 10/2022
    Crane Industry Services
    Villa Rica, GA
  • 10/2022 → 12/2022
    Lowes Home Improvement
    Douglasville, GA
  • 03/2021 → 04/2023
    Kristian Faria
    Villa Rica, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-01
S63 Uniform Securities Agent State Law Examination 2023-08-14
  • S66 Uniform Combined State Law Examination
    2024-08-01
  • S63 Uniform Securities Agent State Law Examination
    2023-08-14

View on SEC IAPD

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