Myles Sites

CRD 5538656 · Charles Schwab & Co., Inc. · Camp Hill, PA

IA RegisteredBroker

Also appears in the source record as: Myles C Sites; Myles Clement Sites

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (18): Arizona · California · Colorado · Delaware · District Of Columbia · Florida · Georgia · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Virginia · Washington
Years in the industry (source record): 16
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 (13)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Camp Hill, PA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Camp Hill, PA · BC capacity

start not retrieved → present
Pruco Securities, LLC.
Camp Hill, PA · BC capacity

Jan 15, 2021 → Jan 26, 2022
Prudential Financial Planning Services
Camp Hill, PA · IA capacity

Jan 12, 2021 → Jan 26, 2022
Td Ameritrade, Inc.
Harrisburg, PA · IA capacity

Feb 14, 2018 → Jan 11, 2021
Td Ameritrade, Inc.
Harrisburg, PA · BC capacity

Feb 14, 2018 → Jan 11, 2021
Td Ameritrade Investment Management, LLC
Harrisburg, PA · IA capacity

Feb 14, 2018 → Dec 31, 2020
Scottrade Investment Management
Saint Louis, MO · IA capacity

Feb 24, 2017 → Feb 15, 2018
Scottrade, Inc.
Pittsburgh, PA · BC capacity

Feb 23, 2017 → Feb 15, 2018
Bb&t Investment Services, Inc.
Frederick, MD · IA capacity

Jan 17, 2014 → Oct 7, 2016
Bb&t Investment Services, Inc.
Frederick, MD · BC capacity

Jan 13, 2014 → Oct 7, 2016
Edward Jones
New Oxford, PA · IA capacity

Sep 22, 2009 → Jan 3, 2014
Edward Jones
New Oxford, PA · BC capacity

Sep 4, 2009 → Jan 3, 2014

Source & corrections

Where this page comes from

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