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Paul Digiallonardo

Charles Schwab & Co., Inc.

Edwards, IL

Chicago, IL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-02-26
IL RA APPROVED 2019-09-04
  • IA RA
    APPROVED
    Since 2024-02-26
  • IL RA
    APPROVED
    Since 2019-09-04

Branch Locations

Edwards, IL • United States

150 S. Wacker Drive, Chicago, IL 60606-4111 • 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
Morgan Stanley Smith Barney Peoria IL 06/2009 08/2019
Charles Schwab & Co., Inc. Edwards IL 08/2019 Present
Morgan Stanley & Co., Incorporated Orland Park IL 04/2007 08/2019
  • 06/2009 → 08/2019
    Morgan Stanley Smith Barney
    Peoria, IL
  • 08/2019 → Present
    Charles Schwab & Co., Inc.
    Edwards, IL
  • 04/2007 → 08/2019
    Morgan Stanley & Co., Incorporated
    Orland Park, IL
Previous Registrations
  • 2009-06-01 → 2019-08-16
    Morgan Stanley
    Peoria, IL
    Peoria, IL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Peoria, IL
    Orland Park, IL
  • 2004-02-03 → 2007-04-02
    Morgan Stanley Dw Inc.
    Oak Brook, IL
    Oak Brook, IL
    Orland Park, IL
Other Businesses

1) Next Act Collective | Investment Related:No|Other|CEO|11/5/2025|Less than 20|0|Next Act Collective will exist, to assist those who seek guidance into their next chapter.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-27
S63 Uniform Securities Agent State Law Examination 1999-09-22
  • S65 Uniform Investment Adviser Law Examination
    2001-03-27
  • S63 Uniform Securities Agent State Law Examination
    1999-09-22
Other Names
  • Paul Digiallonardo

View on SEC IAPD

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