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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-11
  • TX RA
    APPROVED_RES
    Since 2026-03-11

Branch Locations

1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • 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
Td Waterhouse Investor Services Inc Chestnut Hill MA 05/2000 01/2021
Gwfs Equities, Inc Greenwood Village CO 03/2021 03/2022
Citizens Securities, Inc. Concord MA 03/2022 02/2026
Charles Schwab & Co, Inc Chestnut Hill MA 03/2026 Present
Charles Schwab Bank, Ssb Chestnut Hill MA 03/2026 Present
  • 05/2000 → 01/2021
    Td Waterhouse Investor Services Inc
    Chestnut Hill, MA
  • 03/2021 → 03/2022
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 03/2022 → 02/2026
    Concord, MA
  • 03/2026 → Present
    Chestnut Hill, MA
  • 03/2026 → Present
    Charles Schwab Bank, Ssb
    Chestnut Hill, MA
Previous Registrations
  • 2022-03-15 → 2026-01-16
    Concord, MA
    Johnston, RI
    Westwood, MA
  • 2021-04-07 → 2022-02-25
    Greenwood Village, CO
    Andover, MA
  • 2003-07-15 → 2021-01-11
    Td Ameritrade, Inc.
    Burlington, MA
    Birmingham, MI
    Cambridge, MA
    Boston, MA
    Chestnut Hill, MA
    Arlington, MA
    Arlington, MA
    Jersey City, NJ
    Burlington, MA
    Burlington, MA
    Boston, MA
    Boston, MA
  • 2006-04-25 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Cambridge, MA
    Boston, MA
    Burlington, MA
    Burlington, MA
    Boston, MA
    Boston, MA
Other Businesses

Rental Property | Investment Related | Waltham, MA | Real Estate (Non-Agent/Broker) | Property owner | 5/1/2016 | Less than 20 hours per month, all outside market hours | I own a 2-family rental property with my wife. I spend about 30-60 minutes in the spring and summer to cut the lawn on the weekends.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-16
S63 Uniform Securities Agent State Law Examination 1998-12-07
  • S66 Uniform Combined State Law Examination
    2003-06-16
  • S63 Uniform Securities Agent State Law Examination
    1998-12-07
Other Names
  • Jonas Cole Killeen
  • Jonas C Killeen

View on SEC IAPD

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