DFX Intelligence

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Christopher David Argo

Advisor at CHARLES SCHWAB & CO., INC.

Rehoboth Beach, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d73cd3c-9f09-6d4a-b03f-831e0602636d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 16, 2021 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: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 16, 2021
First registration: Jun 16, 2021
Dual registered: yes, broker-dealer
Other names: Christopher Argo
IAPD individual key: 7326268

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	Sep 22, 2022	n/a	yes	Rehoboth Beach, DE	Current employment
METZ CAPITAL MANAGEMENT LLC	Former SEC adviser	Jun 16, 2021	Sep 13, 2022	no	LEWES, DE	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
METZ CAPITAL MANAGEMENT LLC	CHARLES SCHWAB & CO., INC.	Sep 13, 2022	Sep 22, 2022	9	Firm change	Other

Relationships

Registered with (2)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Sep 22, 2022 to presentfactForm ADV
→ METZ CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 16, 2021 to Sep 13, 2022factForm ADV

Dated events

Occurred
Sep 13, 2022
Advisor changed firm
Christopher David Argo left Metz Capital Management Llc for Charles Schwab & Co., Inc. (registered 2022-09-22)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d73cd3c-9f09-6d4a-b03f-831e0602636d
First observed: Jun 16, 2021
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.

Christopher David Argo

Advisor at CHARLES SCHWAB & CO., INC.

Rehoboth Beach, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d73cd3c-9f09-6d4a-b03f-831e0602636d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:19 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CHARLES SCHWAB & CO., INC.

National bd RIA

Sep 22, 2022

n/a

yes

Rehoboth Beach, DE

Current employment

METZ CAPITAL MANAGEMENT LLC

Former SEC adviser

Jun 16, 2021

Sep 13, 2022

LEWES, DE

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

METZ CAPITAL MANAGEMENT LLC

CHARLES SCHWAB & CO., INC.

Sep 13, 2022

Sep 22, 2022

Firm change

Other