Best Investors Account Sign in

Denise R Boyd

Charles Schwab & Co., Inc.

Leesburg, VA

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

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-26
  • VA RA
    APPROVED
    Since 2024-11-26

Branch Locations

1603 Village Market Se Suite 100, Leesburg, VA 20175 • 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
Pearson Smith Realty Ashburn VA 06/2017 07/2022
Td Ameritrade Ashburn VA 10/2018 01/2021
Madison Wealth Management Leesburg VA 02/2021 07/2022
Charles Schwab & Co., Inc. Leesburg VA 08/2022 Present
Charles Schwab Bank Charles Schwab VA 08/2022 Present
N/A Ashburn VA 02/2015 06/2017
  • 06/2017 → 07/2022
    Pearson Smith Realty
    Ashburn, VA
  • 10/2018 → 01/2021
    Td Ameritrade
    Ashburn, VA
  • 02/2021 → 07/2022
    Madison Wealth Management
    Leesburg, VA
  • 08/2022 → Present
    Charles Schwab & Co., Inc.
    Leesburg, VA
  • 08/2022 → Present
    Charles Schwab Bank
    Charles Schwab, VA
  • 02/2015 → 06/2017
    N/A
    Ashburn, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-25
  • S66 Uniform Combined State Law Examination
    2024-11-25
Other Names
  • Denise R. Boyd
  • Denise G Racelis

View on SEC IAPD

Other Firms

BERG FAIRCLOTH INVESTMENT ADVISORS
MCAS
CERITY PARTNERS LLC
MML INVESTORS SERVICES, LLC
SUMMIT FINANCIAL, LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLC
EDWARD JONES
VALMARK ADVISERS, INC.

Other Investors

RICKY LANDON FAIRCLOTH
Daniel Faircloth
ANISE KAYLEY FAIRCLOTH
ANGELA MARIE LARKIN
Brandon Jeromy Gromadzki
GERALD JOSEPH RADICAN
JAMES MICHAEL WEHR
Erik Robert Rinehold

Other Offices

BERG FAIRCLOTH INVESTMENT ADVISORS · LEESBURG, VA
MCAS · LANSDOWNE, VA
CERITY PARTNERS LLC · LANSDOWNE, VA
MML INVESTORS SERVICES, LLC · Lansdowne, VA
SUMMIT FINANCIAL, LLC · LANSDOWNE, VA
AMJ FINANCIAL WEALTH MANAGEMENT LLC · LEESBURG, VA
EDWARD JONES · Ashburn, VA
VALMARK ADVISERS, INC. · ASHBURN, VA

More in Leesburg, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor