Best Investors Account Sign in

Cade Bortle

Charles Schwab & Co., Inc.

Austin, TX

CRD 7899092

Claim This Profile
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
TX RA APPROVED 2025-10-03
  • TX RA
    APPROVED
    Since 2025-10-03

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Greystar San Diego CA 06/2023 08/2023
Camp Bowwow Spicewood TX 06/2022 08/2022
Table620 Lakeway TX 12/2019 03/2020
Smoothie King Lakeway TX 06/2019 12/2019
Go Wash Austin TX 06/2021 08/2021
Unemployed Spicewood TX 03/2020 06/2021
Unemployed Spicewood TX 08/2021 06/2022
Unemployed Spicewood TX 08/2022 06/2023
Unemployed Spicewood TX 06/2014 06/2019
Charles Schwab & Co., Inc. Austin TX 06/2024 Present
Unemployed Spicewood TX 08/2023 06/2024
  • 06/2023 → 08/2023
    Greystar
    San Diego, CA
  • 06/2022 → 08/2022
    Camp Bowwow
    Spicewood, TX
  • 12/2019 → 03/2020
    Table620
    Lakeway, TX
  • 06/2019 → 12/2019
    Smoothie King
    Lakeway, TX
  • 06/2021 → 08/2021
    Go Wash
    Austin, TX
  • 03/2020 → 06/2021
    Unemployed
    Spicewood, TX
  • 08/2021 → 06/2022
    Unemployed
    Spicewood, TX
  • 08/2022 → 06/2023
    Unemployed
    Spicewood, TX
  • 06/2014 → 06/2019
    Unemployed
    Spicewood, TX
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 08/2023 → 06/2024
    Unemployed
    Spicewood, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-02
S63 Uniform Securities Agent State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2025-10-02
  • S63 Uniform Securities Agent State Law Examination
    2024-10-23

View on SEC IAPD

More in Austin, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor