Paul Mason Laderer

CRD 4641474 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Paul Mason Laderer

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (37): Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin
Years in the industry (source record): 22
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 (12)

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
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
National Planning Corporation ("npc Of America" In Fl & Ny)
Denver, CO · IA capacity

Apr 24, 2017 → Nov 10, 2017
Sii Investments, Inc.
Appleton, WI · BC capacity

Jan 18, 2017 → Nov 10, 2017
National Planning Corporation
Denver, CO · BC capacity

Jan 18, 2017 → Nov 10, 2017
Investment Centers Of America, Inc.
Appleton, WI · BC capacity

Jan 18, 2017 → Nov 10, 2017
Invest Financial Corporation
Appleton, WI · BC capacity

Jan 18, 2017 → Nov 10, 2017
Curian Clearing, LLC
Denver, CO · BC capacity

Jan 14, 2010 → May 19, 2016
Jackson National Life Distributors LLC
Denver, CO · BC capacity

May 22, 2007 → Dec 31, 2009
A I M Distributors, Inc.
Houston, TX · BC capacity

Jan 18, 2005 → May 14, 2007
American Skandia Marketing, Inc.
Shelton, CT · BC capacity

Jul 29, 2003 → Nov 15, 2004

Source & corrections

Where this page comes from

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