Paul J. Zarkowski

Current Employers

Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-05-15

MI RA
APPROVED

Since 2026-05-15

Branch Locations

20879 Mack Ave Unit 5, Grosse Pointe, MI 48236 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
E*Trade Capital Management Llc	Farmington Hills	MI	10/2010	01/2022
E*Trade Securities Llc	Farmington Hills	MI	10/2010	01/2022
E*Trade Securities Llc	Birmingham	MI	01/2022	07/2023
E*Trade Capital Management Llc	Birmingham	MI	01/2022	07/2023
Morgan Stanley	Birmingham	MI	03/2023	07/2023
Fidelity Investments	Troy	MI	08/2023	03/2026
Fidelity Investments	Boston	MA	03/2025	03/2026
Charles Schwab & Co., Inc.	Grosse Pointe Woods	MI	05/2026	Present

10/2010 → 01/2022

E*Trade Capital Management Llc

Farmington Hills, MI
10/2010 → 01/2022

E*Trade Securities Llc

Farmington Hills, MI
01/2022 → 07/2023

E*Trade Securities Llc

Birmingham, MI
01/2022 → 07/2023

E*Trade Capital Management Llc

Birmingham, MI
03/2023 → 07/2023

Morgan Stanley

Birmingham, MI
08/2023 → 03/2026

Fidelity Investments

Troy, MI
03/2025 → 03/2026

Fidelity Investments

Boston, MA
05/2026 → Present

Charles Schwab & Co., Inc.

Grosse Pointe Woods, MI

Previous Registrations

2025-03-31 → 2026-05-07

Strategic Advisers Llc

Clinton Township, MI

Troy, MI

Boston, MA
2023-10-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Troy, MI
2010-10-30 → 2023-08-11

Harrisdirect Llc

Arlington, VA

Farmington, MI

Farmington Hills, MI

Birmingham, MI
2009-11-13 → 2010-10-18

Pnc Wealth Management Llc

Bloomfield Hills, MI

Waterford, MI

Keego Harbor, MI

Pontiac, MI
2009-02-27 → 2009-11-13

Natcity Investments, Inc.

Farmington Hills, MI

W. Bloomfield, MI

Pontiac, MI

Keego Harbor, MI

Waterford, MI

Bloomfield Hills, MI

Southfield, MI
2007-07-10 → 2008-02-11

Chase Investment Services Corp.

Chicago, IL

Grosse Pointe, MI

Grosse Pointe, MI

Other Businesses

1) Western Eagle Foundation | Investment Related:No||Nonprofit Charitable Organizations|Board Member|2020-01-01|Less than 20|0|One of several board members. I receive no compensation for my role. The board typically meets semi-annually or annually to discuss the current strategies and goals for Western Eagle. There are no financial decisions made with my role.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-07-08
S63	Uniform Securities Agent State Law Examination	1988-10-26

S65 Uniform Investment Adviser Law Examination

2007-07-08
S63 Uniform Securities Agent State Law Examination

1988-10-26

Other Names

Paul Joseph Zarkowski

View on SEC IAPD