John Eric Valentine

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-22
NJ	RA	APPROVED	2009-08-11

NY RA
APPROVED

Since 2021-04-22
NJ RA
APPROVED

Since 2009-08-11

Branch Locations

1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • 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

Organization	City	State	From	To
Charles Schwab Co., Inc	Pittsford	NY	01/2001	Present
Charles Schwab Bank	Pittsford	NY	02/2005	Present

01/2001 → Present

Charles Schwab Co., Inc

Pittsford, NY
02/2005 → Present

Charles Schwab Bank

Pittsford, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-08-10

S66 Uniform Combined State Law Examination

2009-08-10

View on SEC IAPD

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Matthew A Kilmer

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Jason R Alexander

Angelo J Ponticello

Jessica Royston

JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY

ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY

KICKSTAND WEALTH ADVISORS · PITTSFORD, NY

MARK ANDREW PAGANELLI · PITTSFORD, NY

MORGAN STANLEY · Pittsford, NY

COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY

COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

OSAIC WEALTH, INC. · Pittsford, NY

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