Best Investors Account Sign in

Daniel Joseph Stein

Charles Schwab & Co., Inc.

Tysons Corner, VA

Bethesda, MD

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-03-20
  • VA RA
    APPROVED
    Since 2023-03-20

Branch Locations

1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • United States

7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • 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. Tysons Corner VA 09/2006 Present
Charles Schwab Bank Tysons Corner VA 02/2013 Present
Td Ameritrade, Inc. Tysons Corner VA 02/2022 06/2024
  • 09/2006 → Present
    Charles Schwab & Co., Inc.
    Tysons Corner, VA
  • 02/2013 → Present
    Charles Schwab Bank
    Tysons Corner, VA
  • 02/2022 → 06/2024
    Td Ameritrade, Inc.
    Tysons Corner, VA
Previous Registrations
  • 2022-02-25 → 2022-10-14
    Td Ameritrade, Inc.
    Bethesda, MD
    Omaha, NE
    Bethesda, MD
    Tysons Corner, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-28
S63 Uniform Securities Agent State Law Examination 2006-10-30
  • S66 Uniform Combined State Law Examination
    2012-11-28
  • S63 Uniform Securities Agent State Law Examination
    2006-10-30
Designations

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
SEIA
SCHWAB WEALTH ADVISORY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC
KAH CAPITAL MANAGEMENT, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA
SEIA · Tysons, VA

More in Tysons Corner, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor