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RIA / WealthAdvisordual registered (broker-dealer)37 years in industry

PAUL J. ZARKOWSKI

Advisor at CHARLES SCHWAB & CO., INC.

Grosse Pointe, MI

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Search this name across graphsid dfx:ria:dd9adebb-8a06-84e8-26c7-c4178bc9aac6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jul 10, 2007 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 26, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 26, 1988
First registration: Jul 10, 2007
Dual registered: yes, broker-dealer
Other names: PAUL JOSEPH ZARKOWSKI
IAPD individual key: 1847714

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	May 15, 2026	n/a	yes	Grosse Pointe, MI	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	May 7, 2026	no	CLINTON TOWNSHIP, MI\|TROY, MI\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 25, 2023	Mar 31, 2025	no	TROY, MI	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Oct 30, 2010	Aug 11, 2023	no	ARLINGTON, VA\|FARMINGTON, MI\|Farmington Hills, MI\|Birmingham, MI	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 13, 2009	Oct 18, 2010	no	BLOOMFIELD HILLS, MI\|WATERFORD, MI\|KEEGO HARBOR, MI\|PONTIAC, MI	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Feb 27, 2009	Nov 13, 2009	no	FARMINGTON HILLS, MI\|W. BLOOMFIELD, MI\|PONTIAC, MI\|KEEGO HARBOR, MI\|WATERFORD, MI\|BLOOMFIELD HILLS, MI\|SOUTHFIELD, MI	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 10, 2007	Feb 11, 2008	no	CHICAGO, IL\|GROSSE POINTE, MI\|GROSSE POINTE, MI	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
STRATEGIC ADVISERS LLC	CHARLES SCHWAB & CO., INC.	May 7, 2026	May 15, 2026	8	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 11, 2023	Oct 25, 2023	75	Firm change	RIA to ibd
PNC WEALTH MANAGEMENT	E*TRADE CAPITAL MANAGEMENT, LLC	Oct 18, 2010	Oct 30, 2010	12	Firm change	Other
NATCITY INVESTMENTS, INC.	PNC WEALTH MANAGEMENT	Nov 13, 2009	Nov 13, 2009	0	Bulk transfer	Other
CHASE INVESTMENT SERVICES CORP.	NATCITY INVESTMENTS, INC.	Feb 11, 2008	Feb 27, 2009	382	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:5393:MA:2026-03-20	May 7, 2026	May 15, 2026	BOSTON, MA	Firm change
42159:288590:MI:2023-08-01	Aug 11, 2023	Oct 25, 2023	BIRMINGHAM, MI	Firm change

Relationships

Registered with (7)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
May 15, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to May 7, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 25, 2023 to Mar 31, 2025factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 30, 2010 to Aug 11, 2023factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 13, 2009 to Oct 18, 2010factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Feb 27, 2009 to Nov 13, 2009factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 10, 2007 to Feb 11, 2008factForm ADV

Dated events

Occurred
May 7, 2026
Advisor changed firm
Paul J. Zarkowski left Strategic Advisers Llc for Charles Schwab & Co., Inc. (registered 2026-05-15)
Form ADVobserved 5 days ago
Occurred
Aug 11, 2023
Advisor changed firm
Paul J. Zarkowski left E*Trade Capital Management, Llc for Fidelity Personal And Workplace Advisors (registered 2023-10-25)
Form ADVobserved 5 days ago