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Conan Porter

Charles Schwab & Co., Inc.

Reno, NV

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2021-08-24
  • NV RA
    APPROVED
    Since 2021-08-24

Branch Locations

5301 Kietzke Lane, Reno, NV 89511-2083 • 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
Northstar Realty Securities Greenwood Village CO 05/2013 05/2017
Fdx Capital Llc New York NY 05/2017 04/2019
Jcc Advisors Llc Laguna Niguel CA 06/2019 12/2019
Phoenix American Hospitality Dallas TX 05/2019 12/2019
Waypoint Direct Investments, Llc Stamford CT 12/2019 04/2021
Charles Schwab & Co., Inc Reno NV 07/2021 Present
Charles Schwab Bank, Ssb Reno NV 07/2021 Present
  • 05/2013 → 05/2017
    Northstar Realty Securities
    Greenwood Village, CO
  • 05/2017 → 04/2019
    Fdx Capital Llc
    New York, NY
  • 06/2019 → 12/2019
    Jcc Advisors Llc
    Laguna Niguel, CA
  • 05/2019 → 12/2019
    Phoenix American Hospitality
    Dallas, TX
  • 12/2019 → 04/2021
    Waypoint Direct Investments, Llc
    Stamford, CT
  • 07/2021 → Present
    Charles Schwab & Co., Inc
    Reno, NV
  • 07/2021 → Present
    Charles Schwab Bank, Ssb
    Reno, NV
Previous Registrations
  • 2017-05-03 → 2019-05-03
    Easterly Funds Llc
    Fairfield, CA
Other Businesses

1) CP Legacy, LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|7/26/2021|Less than 20|0|Owner of my personal residence in an LLC for liability protection.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-06-15
  • S63 Uniform Securities Agent State Law Examination
    1987-06-15
Designations
Other Names
  • Conan Wayne Porter

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

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