Kevin Dewitt Mcfarland

CRD 2689020 · Charles Schwab & Co., Inc. · Roanoke, VA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 9Series 10Series 65Series 63
Registered states (26): Alabama · California · Colorado · District Of Columbia · Florida · Georgia · Illinois · Kansas · Kentucky · Maryland · Massachusetts · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia
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 2689020 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 (13)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Roanoke, VA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Roanoke, VA · BC capacity

start not retrieved → present
Edward Jones
Falls Church, VA · IA capacity

Jul 19, 2010 → Apr 2, 2020
Edward Jones
Falls Church, VA · BC capacity

Jul 19, 2010 → Apr 2, 2020
Wells Fargo Advisors, LLC
Washington, DC · IA capacity

Aug 1, 2006 → Jul 20, 2010
Wells Fargo Advisors, LLC
Washington, DC · BC capacity

Jul 31, 2006 → Jul 20, 2010
Securities America Advisors, Inc.
Ladue, MO · IA capacity

May 11, 2010 → May 17, 2010
Securities America, Inc.
Ladue, MO · BC capacity

May 11, 2010 → May 17, 2010
Citigroup Global Markets Inc.
Bryn Mawr, PA · IA capacity

Feb 21, 2006 → Aug 10, 2006
Citigroup Global Markets Inc.
Bryn Mawr, PA · BC capacity

Feb 21, 2006 → Aug 10, 2006
Legg Mason Wood Walker Inc
Bryn Mawr, PA · IA capacity

Apr 12, 2000 → Feb 21, 2006
Legg Mason Wood Walker, Incorporated
Baltimore, MD · BC capacity

Jan 28, 1997 → Feb 21, 2006
A. G. Edwards & Sons, Inc.
St. Louis, MO · BC capacity

May 21, 1996 → Jan 29, 1997

Source & corrections

Where this page comes from

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