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Wade Kinney
Wade William Kinney
CRD#: 7418395
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 150 S. Wacker Drive
Chicago, IL 60606-4111
Registration History
2021202220232024202520262 FIRMS2021 - 2024 (3 years)2 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
Illinois 11/7/2024

IA
Illinois 11/7/2024

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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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
CHARLES SCHWAB & CO., INC. (CRD#:5393)
150 S. Wacker Drive, Chicago, IL 60606-4111
Registered with this firm since 11/7/2024

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
150 S. Wacker Drive, Chicago, IL 60606-4111
Registered with this firm since 11/7/2024

Previous Registration(s)
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IA
10/29/2021 - 10/03/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) ROLLING MEADOWS, IL
B
09/30/2021 - 10/03/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) ROLLING MEADOWS, IL
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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.