Adviser and broker representative · Charles Schwab & Co., Inc.

Joshua K. Carrillo

CRD 6592128 · Sugar Land, TX

At a glance

Joshua K. Carrillo is an investment adviser representative with Charles Schwab & Co., Inc. in Sugar Land, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joshua’s SEC record dates to 2020, about 5 years ago. Joshua is also registered as a broker representative.

Current advisory firm

Charles Schwab & Co., Inc.Since December 2020Sugar Land, TX · $0M in regulatory assets

SEC adviser record

Registered since: 2020 (5 years)
Designations: None on file
Exams: Series 63, Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Joshua’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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