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Mary Katherine Tooley

Charles Schwab & Co., Inc.

Jacksonville, FL

CRD 4765160

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-05
FL RA APPROVED 2010-09-29
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • FL RA
    APPROVED
    Since 2010-09-29

Branch Locations

4853 Town Center Parkway, Jacksonville, FL 32246 • 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 Bank Jacksonville FL 09/2010 Present
Charles Schwab & Co., Inc Jacksonville FL 09/2010 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-13
  • S66 Uniform Combined State Law Examination
    2004-07-13
Other Names
  • Mary K Tooley
  • Mary Katherine Skummer
  • Mary K Tooley
  • Mary K Tooley

View on SEC IAPD

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