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Pool Paucar

Charles Schwab & Co., Inc.

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-06
  • FL RA
    APPROVED
    Since 2026-01-06

Branch Locations

70 S. Keller Road, Orlando, FL 32810 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 03/2014 04/2017
Bank Of America, N.A. Jacksonville FL 03/2014 04/2017
E*Trade Securities Llc Orlando FL 04/2017 08/2019
E*Trade Capital Management Llc Orlando FL 04/2017 08/2019
E*Trade Securities Llc Winter Park FL 08/2019 11/2025
E*Trade Capital Management Llc Winter Park FL 08/2019 11/2025
Morgan Stanley Winter Park FL 01/2023 11/2025
Morgan Stanley Winter Park FL 09/2023 11/2025
Morgan Stanley Winter Park FL 09/2023 11/2025
Charles Schwab Bank Orlando FL 12/2025 Present
Charles Schwab & Co., Inc. Orlando FL 12/2025 Present
  • 03/2014 → 04/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 03/2014 → 04/2017
    Bank Of America, N.A.
    Jacksonville, FL
  • 04/2017 → 08/2019
    E*Trade Securities Llc
    Orlando, FL
  • 04/2017 → 08/2019
    E*Trade Capital Management Llc
    Orlando, FL
  • 08/2019 → 11/2025
    E*Trade Securities Llc
    Winter Park, FL
  • 08/2019 → 11/2025
    E*Trade Capital Management Llc
    Winter Park, FL
  • 01/2023 → 11/2025
    Morgan Stanley
    Winter Park, FL
  • 09/2023 → 11/2025
    Morgan Stanley
    Winter Park, FL
  • 09/2023 → 11/2025
    Morgan Stanley
    Winter Park, FL
  • 12/2025 → Present
    Charles Schwab Bank
    Orlando, FL
  • 12/2025 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
Previous Registrations
  • 2023-09-05 → 2025-11-24
    Morgan Stanley
    Winter Park, FL
  • 2017-04-27 → 2023-09-05
    Harrisdirect Llc
    Orlando, FL
    Arlington, VA
    Altamonte Springs, FL
    Winter Park, FL
  • 2014-03-25 → 2017-05-01
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 2009-11-17 → 2014-02-28
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 2009-04-08 → 2009-11-06
    Securian Financial Services, Inc.
    Charlotte, NC
  • 2008-08-28 → 2009-02-12
    Edward Jones
    St Louis, MO
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-14
  • S66 Uniform Combined State Law Examination
    2008-08-14
Other Names
  • Pool Paucar
  • Pool Paucar

View on SEC IAPD

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