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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

CHRISTIAN SANCHEZ-BERG

Advisor at CHARLES SCHWAB & CO., INC.

Henderson, NV

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Search this name across graphsid dfx:ria:626a36c8-a2de-8d2a-744e-05d2417575fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 28, 2017 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: Jun 27, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jun 27, 2016
First registration: Feb 28, 2017
Dual registered: yes, broker-dealer
Other names: CHRISTIAN SANCHEZ-BERG|CHRISTIAN SANCHEZ BERG
IAPD individual key: 6517054

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	Nov 18, 2025	n/a	yes	Henderson, NV	Current employment
WELLS FARGO ADVISORS	Wirehouse	Oct 17, 2023	Nov 13, 2025	no	LAS VEGAS, NV\|HENDERSON, NV\|HENDERSON, NV\|HENDERSON, NV\|HENDERSON, NV\|LAS VEGAS, NV	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 27, 2020	Jan 31, 2022	no	HENDERSON, NV	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 8, 2018	Feb 3, 2020	no	HENDERSON, NV	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Feb 3, 2020	no	OMAHA, NE\|HENDERSON, NV	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Feb 28, 2017	Feb 26, 2018	no	SAINT LOUIS, MO	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
WELLS FARGO ADVISORS	CHARLES SCHWAB & CO., INC.	Nov 13, 2025	Nov 18, 2025	5	Firm change	Wirehouse to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	WELLS FARGO ADVISORS	Jan 31, 2022	Oct 17, 2023	624	Firm change after gap	Ibd to wirehouse
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Feb 3, 2020	Mar 8, 2018	-697	Channel change	Other
TD AMERITRADE, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 3, 2020	Feb 27, 2020	24	Firm change	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (6)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Nov 18, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 17, 2023 to Nov 13, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 27, 2020 to Jan 31, 2022factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Feb 3, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 8, 2018 to Feb 3, 2020factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Feb 28, 2017 to Feb 26, 2018factForm ADV

Dated events

Occurred
Nov 13, 2025
Advisor changed firm
Christian Sanchez-Berg left Wells Fargo Advisors for Charles Schwab & Co., Inc. (registered 2025-11-18)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2022
Advisor changed firm
Christian Sanchez-Berg left Fidelity Personal And Workplace Advisors for Wells Fargo Advisors (registered 2023-10-17)
Form ADVobserved 5 days ago