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Angelica San Miguel Lassetter

Charles Schwab & Co., Inc.

Jacksonville Beach, FL

Jacksonville, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-06
FL RA APPROVED 2001-05-03
  • TX RA
    APPROVED_RES
    Since 2026-01-06
  • FL RA
    APPROVED
    Since 2001-05-03

Branch Locations

2400 3Rd St. Unit 107, Jacksonville Beach, FL 32250 • United States

4853 Town Center Parkway, Jacksonville, FL 32246 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Jacksonville FL 07/2000 Present
Charles Schwab Bank Jacksonville FL 12/2007 Present
Other Businesses

1) Self/Landlord | Investment Related:No|13811 Herons Landing Way|Jacksonville|FL|32224|USA|Real Estate (Non-Agent/Broker)|Landlord for 2 properties|1/1/2016|Less than 20|0|Owner/Landlord for 2 rental properties, 2) RANL Holdings LLC | Investment Related:No|3787 Catania Pl|Jacksonville|FL|32224|USA|Other|Member|3/19/2021|Less than 20|0|Rental of two real estate properties, 3) Providence School | Investment Related:No|Education|Parent Teacher Partnership Board Member|7/23/2022|Less than 20|0|Assist with school decisions and event coordination

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-05-11
  • S63 Uniform Securities Agent State Law Examination
    2001-05-11
Other Names
  • Angelica Pia Sanmiguel
  • Angelica Sam Miguel Lassetter
  • Angelica San Miguel Lassetter
  • Angelica P San Miguel
  • Angelica San Miguel Lassetter
  • Angelica P San Miguel

View on SEC IAPD

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ULLMANN WEALTH PARTNERS · JACKSONVILLE BEACH, FL
STRIVUS WEALTH PARTNERS LLC · JACKSONVILLE BEACH, FL
STANDFAST ASSET MANAGEMENT, LLC · JACKSONVILLE BEACH, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · JACKSONVILLE BEACH, FL
INTREPID CAPITAL MANAGEMENT INC · JACKSONVILLE BEACH, FL
MONEY CONCEPTS CAPITAL CORP · JACKSONVILLE BEACH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · JACKSONVILLE BEACH, FL
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