Marco Antonio Escobar

CRD 2838382 · Charles Schwab & Co., Inc. · Orlando, FL

IA RegisteredBroker

Also appears in the source record as: Marc Alvarenga; Marco Antonio Escobar Jr

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 9Series 10Series 66Series 63
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (14)

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
Orlando, FL · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Orlando, FL · IA capacity

start not retrieved → present
Citigroup Global Markets Inc.
San Antonio, TX · IA capacity

Feb 20, 2018 → Dec 12, 2024
Citigroup Global Markets Inc.
San Antonio, TX · BC capacity

Feb 20, 2018 → Dec 12, 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Austin, TX · IA capacity

Apr 19, 2016 → Feb 13, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Austin, TX · BC capacity

Apr 19, 2016 → Feb 13, 2018
J.P. Morgan Securities LLC
San Antonio, TX · IA capacity

Nov 14, 2012 → Apr 20, 2016
J.P. Morgan Securities LLC
San Antonio, TX · BC capacity

Oct 1, 2012 → Apr 20, 2016
Chase Investment Services Corp.
San Antonio, TX · BC capacity

Aug 13, 2008 → Oct 1, 2012
Gunnallen Financial, Inc
Tampa, FL · BC capacity

Dec 13, 2004 → Mar 14, 2005
J.B. Oxford & Company
Sherman Oaks, CA · BC capacity

Sep 3, 1999 → Jan 8, 2003
Continental Broker-Dealer Corp.
Carle Place, NY · BC capacity

Jul 3, 1997 → Oct 31, 1997
Prime Charter Ltd.
New York, NY · BC capacity

Feb 18, 1997 → Apr 21, 1997

Source & corrections

Where this page comes from

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