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CHIRAG D SHAH
GREG SHAH
CRD#: 5095392
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 3314 Peachtree Road
Atlanta, GA 30326-1001
Registration History
20082010201220142016201820202022202420262 FIRMS2022 - Present (2 years)BTD AMERITRADE, INC. (CRD# 7870)2018 - 2024 (6 years)BSCOTTRADE, INC. (CRD# 8206)2007 - 2018 (10 years)IATD AMERITRADE INVESTMENT MANAG... (CRD# 111514)2018 - 2023 (5 years)IATD AMERITRADE, INC. (CRD# 7870)2018 - 2022 (4 years)IASCOTTRADE INVESTMENT MANAGEMENT (CRD# 169988)2016 - 2018 (1 year)
License(s)

State Registrations

B
Alabama 1/26/2022

B
Minnesota 9/18/2024

B
California 1/26/2022

B
Mississippi 9/18/2024

B
Colorado 1/26/2022

B
Missouri 1/26/2022

B
District of Columbia 9/18/2024

B
Nebraska 9/18/2024

B
Florida 1/26/2022

B
New Jersey 1/26/2022

B
Georgia 1/26/2022

B
New Mexico 6/24/2022

IA
Georgia 3/22/2022

B
New York 1/26/2022

B
Illinois 1/26/2022

B
North Carolina 9/18/2024

B
Indiana 3/1/2022

B
South Carolina 1/26/2022

B
Kentucky 9/18/2024

B
Tennessee 1/26/2022

B
Louisiana 1/26/2022

B
Texas 1/26/2022

B
Maryland 1/26/2022

B
Virginia 2/28/2022

B
Massachusetts 2/28/2022

B
Washington 1/26/2022

B
Michigan 1/26/2022

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
3314 Peachtree Road, Atlanta, GA 30326-1001
Registered with this firm since 3/22/2022

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
3314 Peachtree Road, Atlanta, GA 30326-1001
Registered with this firm since 1/26/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
B
02/26/2018 - 07/29/2024 TD AMERITRADE, INC. (CRD#:7870) Atlanta, GA
IA
02/26/2018 - 09/07/2023 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Atlanta, GA
IA
02/28/2018 - 10/14/2022 TD AMERITRADE, INC. (CRD#:7870) Atlanta, GA
IA
07/15/2016 - 02/26/2018 SCOTTRADE INVESTMENT MANAGEMENT (CRD#:169988) SAINT LOUIS, MO
B
05/02/2007 - 02/26/2018 SCOTTRADE, INC. (CRD#:8206) DULUTH, GA
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B
Broker
IA
Investment Adviser
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.