Best Investors Account Sign in

David Sebastian Messina

Charles Schwab & Co., Inc.

Delray Beach, FL

Boca Raton, FL

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

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-24
  • FL RA
    APPROVED
    Since 2022-03-24

Branch Locations

520 Linton Blvd, Delray Beach, FL 33444 • United States

150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • 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
Scottrade, Inc. New York NY 07/2015 09/2018
Td Ameritrade, Inc. Boca Raton FL 02/2018 06/2024
Td Ameritrade Investment Management, Llc Boca Raton FL 02/2018 09/2023
Charles Schwab & Co., Inc. Delray Beach FL 12/2022 Present
Charles Schwab Bank, Ssb Delray Beach FL 07/2022 Present
  • 07/2015 → 09/2018
    Scottrade, Inc.
    New York, NY
  • 02/2018 → 06/2024
    Td Ameritrade, Inc.
    Boca Raton, FL
  • 02/2018 → 09/2023
    Td Ameritrade Investment Management, Llc
    Boca Raton, FL
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Delray Beach, FL
  • 07/2022 → Present
    Charles Schwab Bank, Ssb
    Delray Beach, FL
Previous Registrations
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Scarsdale, NY
    Ft. Lauderdale,, FL
    Ft. Lauderdale, FL
    Omaha, NE
    Boca Raton, FL
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Scarsdale, NY
    Fort Lauderdale, FL
    Boca Raton, FL
    Boca Raton, FL
    Omaha, NE
  • 2017-01-31 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2008-01-02 → 2015-04-27
    Td Ameritrade, Inc.
    New York, NY
    Stamford, CT
  • 2008-01-02 → 2015-04-27
    Td Ameritrade Investment Management, Llc
    Stamford, CT
Other Businesses

1) Iron Bond Holdings LLC | Investment Related:No|453 E Putnam Ave Apt 1E|Cost Cob|CT|06807|USA|Real Estate (Non-Agent/Broker)|member|6/9/2026|Less than 20|0|Owning a rental property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-21
S63 Uniform Securities Agent State Law Examination 2007-05-03
  • S66 Uniform Combined State Law Examination
    2007-12-21
  • S63 Uniform Securities Agent State Law Examination
    2007-05-03
Other Names
  • David Messina

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEATING INVESTMENT COUNSELORS INC
LVR RESEARCH, LLC
OSAIC WEALTH, INC.
DOUBLE DIAMOND INVESTMENT GROUP, LLC
ZURAW FINANCIAL
PFS INVESTMENTS INC.
OYSTER ANGEL FUND I GP, LLC

Other Investors

Gorsan Semsettin
KEVIN ALBERT HAMMER
Brian Patrick McKenna
JEANNETTE H TREVINO
ROSE GUERLANDE RAPHAEL
Thomas j Corcoran
DIANE LOUISE BAKER
Terry ALAN Whitmore

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DELRAY BEACH, FL
KEATING INVESTMENT COUNSELORS INC · DELRAY BEACH, FL
LVR RESEARCH, LLC · DELRAY BEACH, FL
OSAIC WEALTH, INC. · DELRAY BEACH, FL
DOUBLE DIAMOND INVESTMENT GROUP, LLC · DELRAY BEACH, FL
ZURAW FINANCIAL · DELRAY BEACH, FL
PFS INVESTMENTS INC. · DELRAY BEACH, FL
PFS INVESTMENTS INC. · DELRAY BEACH, FL

More in Delray Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor