Sadie Wilfong

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-12-02

OK RA
APPROVED

Since 2025-12-02

Branch Locations

2005 East 21St Street Suite 100, Tulsa, OK 74104 • United States

13710 N. Pennsylvania Ave Suite 2, Oklahoma City, OK 73134-6030 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Unemployed	Oklahoma City	OK	02/2023	03/2024
Full Time Education	Norman	OK	05/2014	12/2017
Encore Payments	Melville	NY	08/2016	05/2017
Origins/Dillards	Oklahoma City	OK	05/2017	08/2018
Bella Aesthetics Llc Dba Clarebella Aesthetics/Rlr	Oklahoma City	OK	08/2018	02/2023
Charles Schwab & Co., Inc.	Oklahoma City	OK	04/2024	Present
Charles Schwab Bank, Ssb	Oklahoma City	OK	12/2025	Present

02/2023 → 03/2024

Unemployed

Oklahoma City, OK
05/2014 → 12/2017

Full Time Education

Norman, OK
08/2016 → 05/2017

Encore Payments

Melville, NY
05/2017 → 08/2018

Origins/Dillards

Oklahoma City, OK
08/2018 → 02/2023

Bella Aesthetics Llc Dba Clarebella Aesthetics/Rlr

Oklahoma City, OK
04/2024 → Present

Charles Schwab & Co., Inc.

Oklahoma City, OK
12/2025 → Present

Charles Schwab Bank, Ssb

Oklahoma City, OK

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-21

S66 Uniform Combined State Law Examination

2025-11-21

View on SEC IAPD

Current Employers

Charles Schwab & Co., Inc.

Disclosures

Employment History

Exams

Other Firms

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