Steven Schoenfeld

Current Employers

Employment History

• 02/2011 → 02/2023
  Td Ameritrade
  Jersey City, NJ
• 08/2024 → Present
  The Rice Partnership, Llc
  San Luis Obispo, CA
• 02/2023 → 04/2024
  Retired
  La Quinta, CA
• 04/2024 → 08/2024
  Retired
  Pismo Beach, CA

Previous Registrations

• 2022-10-04 → 2023-02-03
  Charles Schwab & Co., Inc.
  Jersey City, NJ
  San Diego, CA
• 2011-03-04 → 2022-10-14
  Td Ameritrade, Inc.
  Fort Worth, TX
  Jersey City, NJ
  Fort Worth, TX
  Westlake, TX
  Westlake, TX
  San Diego, CA
  Westlake, TX
  San Diego, CA
  Jersey City, NJ
  Jersey City, NJ
• 2011-03-04 → 2017-07-18
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  San Diego, CA
• 2009-11-17 → 2011-02-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 2005-05-24 → 2008-08-22
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  San Francisco, CA
  San Francisco, CA

Other Businesses

Consulting for my college fraternity alumni board - Delta Tau Alumni LLC|Investment Related:No|PO Box in San Luis Obispo ;San Luis Obispo;California;93407;USA|Management Consulting Services|Consultant to the board of Delta Tau Alumni LLC|2020-11-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.000000|Support the board in their process of hiring and monitoring a financial advisory firm for the alumni organizations investment assets.

Exams

• S66 Uniform Combined State Law Examination
  2005-05-23
• S63 Uniform Securities Agent State Law Examination
  1990-05-08

Other Names

• Steven Schoenfeld
• Steven Mark Schoenfeld
• Steven M Schoenfeld