Timothy Barnard

CRD 2060454 · Charles Schwab & Co., Inc. · Orlando, FL

BrokerRegistration inactive

Also appears in the source record as: Tim Barnard; Timothy Scott Barnard

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Inactive
Exams passed (5): SIESeries 7Series 9Series 65Series 63
Registered states (2): California · Florida
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2060454 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (20)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Orlando, FL · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Oceanside, CA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Orlando, FL · IA capacity

start not retrieved → present
Td Ameritrade, Inc.
San Diego, CA · BC capacity

Oct 29, 2019 → Sep 1, 2023
Pfg Advisors
Escondido, CA · IA capacity

Sep 15, 2015 → Sep 4, 2019
Securities America, Inc.
Escondido, CA · BC capacity

Oct 10, 2017 → Aug 22, 2019
Lpl Financial LLC
Escondido, CA · BC capacity

Sep 8, 2015 → Oct 11, 2017
Unionbanc Investment Services, LLC
Poway, CA · IA capacity

Apr 24, 2014 → Sep 10, 2015
Unionbanc Investment Services, LLC
Poway, CA · BC capacity

Apr 24, 2014 → Sep 10, 2015
Wells Fargo Advisors, LLC
San Diego, CA · IA capacity

Oct 31, 2011 → Apr 22, 2014
Wells Fargo Advisors, LLC
San Diego, CA · BC capacity

Oct 31, 2011 → Apr 22, 2014
Transamerica Capital, Inc.
Denver, CO · BC capacity

May 19, 2008 → Jun 10, 2009
Guardian Investor Services LLC
New York, NY · BC capacity

Jun 1, 2007 → Apr 30, 2008
Nationwide Investment Services Corporation
Columbus, OH · BC capacity

Apr 19, 2005 → Jun 4, 2007
Planco Financial Services, Inc.
Hartford, CT · BC capacity

Jun 11, 2003 → Feb 28, 2005
Federated Investment Counseling
Pittsburgh, PA · IA capacity

Jul 18, 2002 → Jun 6, 2003
Federated Securities Corp.
Pittsburgh, PA · BC capacity

Mar 21, 2000 → Jun 6, 2003
Wm Financial Services, Inc.
Irvine, CA · BC capacity

May 1, 1998 → Apr 10, 2000
Great Western Financial Securities Corporation
Northridge, CA · BC capacity

Sep 6, 1996 → May 1, 1998
Prudential Securities Incorporated
New York, NY · BC capacity

Oct 10, 1995 → May 29, 1996

Source & corrections

Where this page comes from

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