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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-04-24
  • NY RA
    APPROVED
    Since 2023-04-24

Branch Locations

50 West Jericho Turnpike, Huntington Station, NY 11746 • 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
Kestra Investment Services, Llc Port Jefferson Station NY 09/2015 06/2017
Santander Bank, N.A. Williston Park NY 06/2017 02/2020
Santander Securities, Llc Williston Park NY 06/2017 03/2023
Charles Schwab & Co., Inc. Huntington Station NY 03/2023 Present
Coastline Wealth Management Port Jefferson Station NY 08/2015 06/2017
Td Ameritrade, Inc. Lake Grove NY 03/2023 06/2024
Charles Schwab Bank, Ssb Huntington Station NY 03/2023 Present
  • 09/2015 → 06/2017
    Kestra Investment Services, Llc
    Port Jefferson Station, NY
  • 06/2017 → 02/2020
    Santander Bank, N.A.
    Williston Park, NY
  • 06/2017 → 03/2023
    Santander Securities, Llc
    Williston Park, NY
  • 03/2023 → Present
    Huntington Station, NY
  • 08/2015 → 06/2017
    Coastline Wealth Management
    Port Jefferson Station, NY
  • 03/2023 → 06/2024
    Td Ameritrade, Inc.
    Lake Grove, NY
  • 03/2023 → Present
    Charles Schwab Bank, Ssb
    Huntington Station, NY
Other Businesses

1) Evelyn G. Carrera and Michael Callari | Investment Related:No|710 West Berwick St|Easton|PA|18042|USA|Real Estate (Non-Agent/Broker)|Co-Owner|6/1/2020|Less than 20|0|receive rent, pay house related expenses, 2) Evelyn G. Carrera and Michael Callari | Investment Related:No|438-440 Adams Street|Pottsville|NY|17901|USA|Real Estate (Non-Agent/Broker)|Co-Owner |1/13/2023|Less than 20|0|receive rent, pay house related expenses, 3) Evelyn Carrera and Michael Callari | Investment Related:No|449 Adams Street|Pottsville|PA|17901|USA|Real Estate (Non-Agent/Broker)|Owner|11/28/2025|Less than 20|0|Owner of a rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-23
S63 Uniform Securities Agent State Law Examination 2007-08-15
  • S66 Uniform Combined State Law Examination
    2023-04-23
  • S63 Uniform Securities Agent State Law Examination
    2007-08-15
Other Names
  • Evelyn Geovanna Arias
  • Evelyn Carrera
  • Evelyn G Carrera
  • Evelyn Arias

View on SEC IAPD

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