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Cole Powers

Charles Schwab & Co., Inc.

Millville, NJ

CRD 7748011

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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
NJ RA APPROVED 2025-02-27
  • NJ RA
    APPROVED
    Since 2025-02-27

Branch Locations

2184 North 2Nd Street, Millville, NJ 08332 • 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
Unemployed Millville NJ 01/2014 08/2018
Wawa Millville NJ 09/2018 12/2020
Full-Time Education Coral Gables FL 01/2021 05/2024
Crossroad Trailers Newfield NJ 05/2021 08/2021
Crossroad Trailers Newfield NJ 05/2022 08/2022
Charles Schwab & Co., Inc. Millville NJ 05/2023 08/2023
Charles Schwab & Co., Inc. Millville NJ 06/2024 Present
  • 01/2014 → 08/2018
    Unemployed
    Millville, NJ
  • 09/2018 → 12/2020
    Wawa
    Millville, NJ
  • 01/2021 → 05/2024
    Full-Time Education
    Coral Gables, FL
  • 05/2021 → 08/2021
    Crossroad Trailers
    Newfield, NJ
  • 05/2022 → 08/2022
    Crossroad Trailers
    Newfield, NJ
  • 05/2023 → 08/2023
    Charles Schwab & Co., Inc.
    Millville, NJ
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Millville, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-26
  • S66 Uniform Combined State Law Examination
    2025-02-26

View on SEC IAPD

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