Mary Katherine Tooley

Charles Schwab & Co., Inc.

Jacksonville, FL

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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
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

Organization	City	State	From	To
Charles Schwab Bank	Jacksonville	FL	09/2010	Present
Charles Schwab & Co., Inc	Jacksonville	FL	09/2010	Present

09/2010 → Present

Charles Schwab Bank

Jacksonville, FL
09/2010 → Present

Charles Schwab & Co., Inc

Jacksonville, FL

Previous Registrations

2022-06-17 → 2022-10-14

Td Ameritrade, Inc.

Jacksonville, FL
2009-06-01 → 2010-04-28

Morgan Stanley

Ormond Beach, FL
2005-06-22 → 2009-06-01

Citigroup Global Markets Inc.

Ormond Beach, FL

Jacksonville, FL

Jacksonville, FL
2004-07-15 → 2005-05-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

Exams

Code	Exam	Date
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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Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL

LPL FINANCIAL LLC · JACKSONVILLE, FL

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J.P. MORGAN SECURITIES LLC · Jacksonville, FL

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