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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

ROBERT LANCE BURCH

Advisor at CHARLES SCHWAB & CO., INC.

Denver, CO

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Search this name across graphsid dfx:ria:5dc6a2c0-4ef3-abef-e394-f714b9e49e1e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 18, 2004 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: Oct 15, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 15, 2004
First registration: Oct 18, 2004
Dual registered: yes, broker-dealer
Other names: ROBERT BURCH|ROBERT LANCE BURCH|LANCE BURCH
IAPD individual key: 4837729

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	Dec 16, 2016	n/a	yes	Denver, CO	Current employment
SCHWAB WEALTH INVESTMENT ADVISORY, INC.	Former SEC adviser	Mar 12, 2015	Dec 13, 2016	no	LONE TREE, CO\|SAN FRANCISCO, CA	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2012	Oct 22, 2014	no	ENGLEWOOD, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 24, 2007	Dec 31, 2014	no	Denver, CO\|ENGLEWOOD, CO\|Lone Tree, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 18, 2004	Aug 8, 2007	no	GREENWOOD VILLAGE, CO\|ENGLEWOOD, CO	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
SCHWAB WEALTH INVESTMENT ADVISORY, INC.	CHARLES SCHWAB & CO., INC.	Dec 13, 2016	Dec 16, 2016	3	Channel change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Dec 31, 2014	Jan 3, 2012	-1,093	Channel change	Other
SCHWAB WEALTH ADVISORY, INC.	SCHWAB WEALTH INVESTMENT ADVISORY, INC.	Oct 22, 2014	Mar 12, 2015	141	Channel change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	Aug 8, 2007	Aug 24, 2007	16	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 24, 2007 to Dec 31, 2014factForm ADV
→ SCHWAB WEALTH INVESTMENT ADVISORY, INC.Registered adviserregistration: previous registration
Mar 12, 2015 to Dec 13, 2016factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 3, 2012 to Oct 22, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 18, 2004 to Aug 8, 2007factForm ADV

Dated events

No dated event names this entity yet.