Porter R Draper

CRD 3188308 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Porter Russell Draper

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 31Series 66
Registered states (22): Arizona · California · Colorado · Connecticut · Florida · Illinois · Indiana · Iowa · Massachusetts · Minnesota · Montana · Nevada · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · Texas · Virgin Islands · Washington · Wyoming
Years in the industry (source record): 19
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
Lone Tree, CO · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Moloney Securities Asset Management LLC
Greenwood Village, CO · IA capacity

Jan 12, 2017 → Jul 20, 2018
Moloney Securities Co., Inc.
Greenwood Village, CO · BC capacity

Jan 12, 2017 → Jul 20, 2018
Cetera Advisors LLC
Denver, CO · IA capacity

Dec 15, 2015 → Oct 31, 2016
Cetera Advisors LLC
Denver, CO · BC capacity

Dec 15, 2015 → Oct 31, 2016
Rbc Capital Markets, LLC
Chicago, IL · IA capacity

Dec 16, 2013 → Nov 12, 2015
Rbc Capital Markets, LLC
Chicago, IL · BC capacity

Dec 16, 2013 → Nov 12, 2015
Destra Capital Investments LLC
Lisle, IL · BC capacity

Jun 17, 2013 → Oct 31, 2013
Goldman, Sachs & Co.
New York, NY · BC capacity

Jul 31, 2007 → Sep 15, 2010
J.P. Morgan Securities Inc.
New York, NY · BC capacity

May 1, 2001 → Oct 9, 2001
J.P. Morgan Securities Inc.
New York, NY · BC capacity

Mar 28, 2000 → May 1, 2001
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

Mar 8, 1999 → Mar 2, 2000

Source & corrections

Where this page comes from

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