Kevin Edward Colosimo

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2016-04-26

FL RA
APPROVED

Since 2016-04-26

Branch Locations

300 Atlantic St. Suite 130, Stamford, CT 06901-3514 • United States

Lutz, FL • 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
Charles Schwab & Co., Inc.	Lutz	FL	04/2012	Present
Charles Schwab Bank Ssb	Tampa	FL	04/2012	03/2020
Td Ameritrade, Inc.	Tampa	FL	02/2022	12/2023

04/2012 → Present

Charles Schwab & Co., Inc.

Lutz, FL
04/2012 → 03/2020

Charles Schwab Bank Ssb

Tampa, FL
02/2022 → 12/2023

Td Ameritrade, Inc.

Tampa, FL

Previous Registrations

2022-04-05 → 2022-10-14

Td Ameritrade, Inc.

Omaha, NE

Tampa, FL

Tampa, FL
2010-03-09 → 2012-04-16

Thrivent Investment Management Inc.

Pittsford, NY

Montvale, NJ

Jackson, NJ
2002-07-05 → 2010-02-18

Ameriprise Financial Services, Llc

Princeton, NJ

Conshohocken, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-07-26

S66 Uniform Combined State Law Examination

2000-07-26

Other Names

Kevin Edward Lauer
Kevin William Lauer

View on SEC IAPD

Current Employers

Charles Schwab & Co., Inc.

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews