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Matthew Brendan Kelly

Charles Schwab & Co., Inc.

Reston, VA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-30
  • VA RA
    APPROVED
    Since 2022-01-30

Branch Locations

11953 Freedom Drive, Reston, VA 20190 • 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
Td Ameritrade Inc. Reston VA 07/2010 12/2022
Charles Schwab And Co., Inc. Reston VA 12/2022 Present
Charles Schwab Bank Reston VA 07/2022 Present
  • 07/2010 → 12/2022
    Td Ameritrade Inc.
    Reston, VA
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Reston, VA
  • 07/2022 → Present
    Charles Schwab Bank
    Reston, VA
Previous Registrations
  • 2006-05-05 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Reston, VA
    Vienna, VA
    Reston, VA
    Reston, VA
  • 2003-09-09 → 2022-10-14
    Td Ameritrade, Inc.
    Reston, VA
    Reston, VA
    Vienna, VA
    Reston, VA
Other Businesses

1) Tuckahoe Recreation Club | Investment Related:No|1814 Great Falls Street |Mclean|Virginia|22101|USA|Nonprofit Charitable Organizations|committe member|1/1/2019|Less than 20|0.000000|monthly meeting to review operation, by-laws, membership

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-07
S63 Uniform Securities Agent State Law Examination 1999-08-25
  • S66 Uniform Combined State Law Examination
    2003-08-07
  • S63 Uniform Securities Agent State Law Examination
    1999-08-25
Other Names
  • Matt Kelly

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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