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Jeffrey Paul Boemermann

Charles Schwab & Co., Inc.

Cary, NC

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-05-26
  • NC RA
    APPROVED
    Since 2023-05-26

Branch Locations

223 Weston Parkway, Cary, NC 27513 • 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. Virginia Beach VA 03/2008 09/2018
Td Ameritrade, Inc. Raleigh NC 02/2018 05/2023
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 05/2023
Charles Schwab & Co., Inc. Raleigh NC 05/2023 Present
Charles Schwab Bank Ssb Raleigh NC 11/2023 Present
  • 03/2008 → 09/2018
    Scottrade, Inc.
    Virginia Beach, VA
  • 02/2018 → 05/2023
    Td Ameritrade, Inc.
    Raleigh, NC
  • 02/2018 → 05/2023
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 05/2023 → Present
    Charles Schwab & Co., Inc.
    Raleigh, NC
  • 11/2023 → Present
    Charles Schwab Bank Ssb
    Raleigh, NC
Previous Registrations
  • 2018-02-26 → 2023-05-26
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Raleigh, NC
    Raleigh, NC
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Raleigh, NC
  • 2017-02-22 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

1) Jeffrey Boemermann | Investment Related:No|Other|Card Resale|7/27/2026|Less than 20|0|Buying trading cards and reselling them via eBay or Fanatics storefronts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-22
S63 Uniform Securities Agent State Law Examination 2009-07-10
  • S66 Uniform Combined State Law Examination
    2017-02-22
  • S63 Uniform Securities Agent State Law Examination
    2009-07-10
Other Names
  • Jeffrey P Boemermann

View on SEC IAPD

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Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

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