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Caitlyn Jurczak

Charles Schwab & Co., Inc.

Boston, MA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-11-07
  • CA RA
    APPROVED
    Since 2017-11-07

Branch Locations

One International Place, Boston, MA 02110-2600 • 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
Windhaven Investment Management, Inc. Boston MA 10/2010 03/2017
Charles Schwab & Co., Inc. Boston MA 03/2017 Present
Charles Schwab Bank, Ssb Boston MA 09/2023 Present
Charles Schwab Premier Bank Boston MA 09/2023 Present
Charles Schwab Trust Bank Boston MA 09/2023 Present
  • 10/2010 → 03/2017
    Windhaven Investment Management, Inc.
    Boston, MA
  • 03/2017 → Present
    Charles Schwab & Co., Inc.
    Boston, MA
  • 09/2023 → Present
    Charles Schwab Bank, Ssb
    Boston, MA
  • 09/2023 → Present
    Charles Schwab Premier Bank
    Boston, MA
  • 09/2023 → Present
    Charles Schwab Trust Bank
    Boston, MA
Previous Registrations
  • 2010-11-10 → 2017-03-01
    Windhaven Investment Management, Inc.
    Boston, MA
  • 2008-07-21 → 2010-11-18
    Windward Investment Management Inc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-27
  • S65 Uniform Investment Adviser Law Examination
    2008-06-27
Other Names
  • Caitlyn Tara Jurczak
  • Caitlyn Tara Peace
  • Caitlyn Tara Jurczak
  • Caitlyn T Jurczak

View on SEC IAPD

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