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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

SHALISA GREEN BECK

Advisor at CHARLES SCHWAB & CO., INC.

Lake Oswego, OR

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Search this name across graphsid dfx:ria:3813d2db-330b-802b-59c4-85a2dc2f9a70

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 13, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 13, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 15, 2007
First registration: Jan 13, 2003
Dual registered: yes, broker-dealer
Other names: SHALISA GREEN|SHALISA PIERCE|SHALISA GREEN PIERCE|SHALISA BECKMAN
IAPD individual key: 1918112

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 12, 2021	n/a	yes	Lake Oswego, OR	Current employment
WADDELL & REED	Former SEC adviser	May 11, 2011	Jan 4, 2018	no	SALEM, OR\|NAPA, CA\|CONCORD, CA\|SEATTLE, WA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jun 8, 2006	Aug 11, 2008	no	CHARLOTTE, NC	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 13, 2003	Jul 27, 2005	no	LAFAYETTE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WADDELL & REED	CHARLES SCHWAB & CO., INC.	Jan 4, 2018	Apr 12, 2021	1,194	Firm change after gap	Other
ADVICE AND PLANNING SERVICES	WADDELL & REED	Aug 11, 2008	May 11, 2011	1,003	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	ADVICE AND PLANNING SERVICES	Jul 27, 2005	Jun 8, 2006	316	Firm change	Other

Relationships

Registered with (4)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Apr 12, 2021 to presentfactForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
May 11, 2011 to Jan 4, 2018factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jun 8, 2006 to Aug 11, 2008factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 13, 2003 to Jul 27, 2005factForm ADV

Dated events

No dated event names this entity yet.