Paul Alan Thurston

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → Present
  Charles Schwab & Co.
  Westlake, TX
• 05/1999 → 12/2023
  Td Ameritrade Inc.
  Fort Worth, TX

Previous Registrations

• 2019-01-04 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  Fort Worth, TX
  Fort Worth, TX
  Omaha, NE
  Westlake, TX
  Southlake, TX
  Omaha, NE
  Westlake, TX
  Lone Tree, CO
• 2004-05-06 → 2019-01-04
  Td Ameritrade Investment Management, Llc
  Ft. Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-02
• S63 Uniform Securities Agent State Law Examination
  1999-07-02