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Detailed Report
Dylan Schraeder McCullough
DYLAN S MC CULLOUGH
CRD#: 4691814
IA
Investment Adviser
B
Broker
SCHWAB WEALTH ADVISORY, INC.CRD#: 159035 3000 Schwab Way
Westlake, TX 76262
CHARLES SCHWAB & CO., INC.CRD#: 5393 3000 Schwab Way
Westlake, TX 76262
Registration History
200420062008201020122014201620182020202220242026IASCHWAB WEALTH ADVISORY, INC. (CRD# 159035)2012 - Present (13 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2004 - Present (21 years)BLINSCO/PRIVATE LEDGER CORP. (CRD# 6413)2003 - 2004 (<1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2005 - 2011 (6 years)
License(s)

State Registrations

B
Alaska 9/25/2014
B
Missouri 5/30/2012
B
Arizona 3/26/2008
B
Montana 12/14/2016
B
Arkansas 12/14/2016
B
Nevada 12/14/2016
B
California 4/6/2004
B
New Hampshire 12/14/2016
B
Colorado 4/1/2004
B
New Jersey 12/14/2016
B
Connecticut 12/14/2016
B
New Mexico 1/31/2013
B
District of Columbia 12/14/2016
B
New York 12/14/2016
B
Florida 1/17/2013
B
North Carolina 7/27/2011
B
Georgia 12/14/2016
B
North Dakota 12/14/2016
B
Hawaii 12/14/2016
B
Ohio 12/15/2016
B
Idaho 12/14/2016
B
Oklahoma 12/14/2016
B
Illinois 6/19/2012
B
Oregon 12/14/2016
B
Indiana 12/14/2016
B
Pennsylvania 12/14/2016
B
Kansas 12/14/2016
B
South Carolina 7/17/2014
B
Louisiana 12/14/2016
B
Tennessee 2/4/2014
B
Maine 12/14/2016
B
Texas 1/3/2011
B
Maryland 12/14/2016
IA
Texas 1/4/2018
B
Massachusetts 12/14/2016
B
Utah 12/14/2016
B
Michigan 12/14/2016
B
Virginia 12/14/2016
B
Minnesota 12/14/2016
B
Washington 12/14/2016
B
Mississippi 12/14/2016
B
Wyoming 12/14/2016

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SCHWAB WEALTH ADVISORY, INC. (CRD#:159035)
3000 Schwab Way, Westlake, TX 76262
Registered with this firm since 1/3/2012
B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
3000 Schwab Way, Westlake, TX 76262
Registered with this firm since 3/17/2004
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 04/06/2005 - 12/31/2011 CHARLES SCHWAB & CO., INC. (CRD#:5393) Fort Worth, TX
B
 12/11/2003 - 02/19/2004 LINSCO/PRIVATE LEDGER CORP. (CRD#:6413) FORT MILL, SC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.