Martin Thomas Kurtz

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-01-04
FL	RA	APPROVED	2011-02-04

TX RA
APPROVED_RES

Since 2019-01-04
FL RA
APPROVED

Since 2011-02-04

Branch Locations

5295 Tamiami Trail North, Naples, FL 34103 • 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.	North Naples	FL	05/2004	Present
Charles Schwab Bank	North Naples	FL	09/2011	Present

05/2004 → Present

Charles Schwab & Co., Inc.

North Naples, FL
09/2011 → Present

Charles Schwab Bank

North Naples, FL

Other Businesses

7/26/2007, K-SQUARE RANCH, LLC, MEMBER, CLEWISTON, FL. FAMILY CATTLE RANCH. BOOKKEEPING, TAX PREPARATION AND RANCH WORK. NON INVESTMENT RELATED. LESS THAN 20 HOURS/MONTH, 0 DURING WORK DAY. 10/29/2021,Naples Girls Softball, Inc. |Investment Related:No |755 8th Ave S Naples FL, 34110 USA |Sports/Physical Recreation |Board Member / Sponsorship Coordinator |Hours Per Month: Less than 20|Hours Spent during Security Trading:0|League President, voting on Board recommendations/motions.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-02-01
S63	Uniform Securities Agent State Law Examination	2005-09-21

S66 Uniform Combined State Law Examination

2011-02-01
S63 Uniform Securities Agent State Law Examination

2005-09-21