This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CHARLES SCHWAB & CO., INC.

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 19, 2018

First registration

Nov 26, 2018

Dual registered

yes, broker-dealer

Other names

Jordan R Sabatino|Jordan Sabatino|Jordan Ryan Sabatino|Jordan Sabatino

IAPD individual key

6956003

• Occurred

  Sep 7, 2023
  Advisor departed, no destination yet

  Jordan Ryan Sabatino no longer registered at Td Ameritrade Investment Management, Llc; no later IA registration on IAPD

  Form ADVobserved 4 days ago
• Occurred

  Feb 24, 2022
  Advisor changed firm

  Jordan Ryan Sabatino left Primerica Advisors for Charles Schwab & Co., Inc. (registered 2022-03-25)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0f9ed896-ea13-b78d-54f2-bd85ecd667d1

First observed

Nov 26, 2018

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.