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Melody Lynn Donnelly

Charles Schwab & Co., Inc.

Lemon Grove, CA

Phoenix, AZ

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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 2022-09-30
  • CA RA
    APPROVED
    Since 2022-09-30

Branch Locations

Lemon Grove, CA • United States

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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
Pruco Securities, Llc San Diego CA 06/2016 08/2018
Ameripark San Diego CA 06/2004 10/2017
The Prudential Insurance Company Of America San Diego CA 07/2016 08/2018
Laz Parking San Diego CA 12/2016 Present
Lyft San Diego CA 12/2016 10/2017
Dickerson Emplyee Benefits Los Angeles CA 01/2017 09/2018
Word And Brown San Diego CA 01/2017 09/2018
Tdameritrade San Diego CA 08/2018 12/2023
Charles Schwab & Co., Inc. Lemon Grove CA 09/2022 Present
  • 06/2016 → 08/2018
    Pruco Securities, Llc
    San Diego, CA
  • 06/2004 → 10/2017
    Ameripark
    San Diego, CA
  • 07/2016 → 08/2018
    The Prudential Insurance Company Of America
    San Diego, CA
  • 12/2016 → Present
    Laz Parking
    San Diego, CA
  • 12/2016 → 10/2017
    Lyft
    San Diego, CA
  • 01/2017 → 09/2018
    Dickerson Emplyee Benefits
    Los Angeles, CA
  • 01/2017 → 09/2018
    Word And Brown
    San Diego, CA
  • 08/2018 → 12/2023
    Tdameritrade
    San Diego, CA
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Lemon Grove, CA
Previous Registrations
  • 2018-09-28 → 2022-10-14
    Td Ameritrade, Inc.
    San Diego, CA
  • 2016-07-27 → 2018-08-23
    Pruco Securities, Llc.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-06
S63 Uniform Securities Agent State Law Examination 2012-01-13
  • S66 Uniform Combined State Law Examination
    2016-07-06
  • S63 Uniform Securities Agent State Law Examination
    2012-01-13

View on SEC IAPD

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