Matthew Wayne Orgass

CRD 6078749 · Charles Schwab & Co., Inc. · Austin, TX

IA RegisteredBroker

Also appears in the source record as: Matthew W Orgass; Matt Orgass; Matthew Orgass

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 (52): 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 · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 11
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 6078749 contains one or more disclosure events as of Aug 20, 2026.

findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:

FINRA BrokerCheck ↗ · 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 (10)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Austin, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Austin, TX · BC capacity

start not retrieved → present
Td Ameritrade, Inc.
Austin, TX · IA capacity

Feb 15, 2019 → Jan 11, 2021
Td Ameritrade, Inc.
Austin, TX · BC capacity

Feb 15, 2019 → Jan 11, 2021
Td Ameritrade Investment Management, LLC
Austin, TX · IA capacity

Feb 15, 2019 → Dec 31, 2020
Park Avenue Securities LLC
Austin, TX · BC capacity

Nov 28, 2018 → Feb 1, 2019
Park Avenue Securities LLC
Austin, TX · IA capacity

Nov 19, 2018 → Feb 1, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Austin, TX · IA capacity

Jan 3, 2013 → Dec 14, 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Austin, TX · BC capacity

Dec 20, 2012 → Dec 14, 2016
Axa Advisors, LLC
Woodbridge, NJ · BC capacity

Jul 20, 2012 → Nov 29, 2012

Source & corrections

Where this page comes from

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