Shawn Patrick Bean

CRD 2839584 · Charles Schwab & Co., Inc. · Woodland Hills, CA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 7Series 24Series 10Series 9Series 66Series 63
Registered states (38): Alaska · Arizona · Arkansas · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Iowa · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Montana · Nevada · New Jersey · New Mexico · New York · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 27
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 (8)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Woodland Hills, CA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Woodland Hills, CA · BC capacity

start not retrieved → present
Td Ameritrade, Inc.
Woodland Hills, CA · BC capacity

Jun 2, 2017 → May 19, 2024
Td Ameritrade Investment Management, LLC
Woodland Hills, CA · IA capacity

Jun 2, 2017 → Sep 7, 2023
Td Ameritrade, Inc.
Woodland Hills, CA · IA capacity

Jun 2, 2017 → Oct 14, 2022
E*trade Capital Management, LLC
Scottsdale, AZ · IA capacity

Nov 25, 2008 → Jun 13, 2016
E*trade Securities LLC
Scottsdale, AZ · BC capacity

Nov 10, 2008 → Jun 13, 2016
Pruco Securities, LLC.
Phoenix, AZ · BC capacity

Oct 2, 2008 → Oct 15, 2008

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 2839584 ↗ FINRA BrokerCheck record for CRD 2839584 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.