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Joshua Christopher Clark

Charles Schwab & Co., Inc.

Tampa, FL

Miramar Beach, 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
TX RA APPROVED 2026-01-03
FL RA APPROVED 2020-05-28
  • TX RA
    APPROVED
    Since 2026-01-03
  • FL RA
    APPROVED
    Since 2020-05-28

Branch Locations

4304 W Boy Scout Blvd., Tampa, FL 33607 • United States

495 Grand Boulevard Suite 322, Miramar Beach, FL 32550 • 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
Usaa Financial Advisors, Inc Tampa FL 06/2011 05/2020
Usaa Financial Planning Services Tampa FL 06/2011 05/2020
Usaa Investment Management Company Tampa FL 01/2018 05/2020
Charles Schwab & Co., Inc. Tampa FL 05/2020 Present
Charles Schwab Bank, Ssb Tampa FL 05/2020 Present
  • 06/2011 → 05/2020
    Usaa Financial Advisors, Inc
    Tampa, FL
  • 06/2011 → 05/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Tampa, FL
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-26
  • S66 Uniform Combined State Law Examination
    2011-08-26
Designations
Other Names
  • Joshua C Clark

View on SEC IAPD

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