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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 2020-01-04
FL RA APPROVED 2015-05-26
  • TX RA
    APPROVED
    Since 2020-01-04
  • FL RA
    APPROVED
    Since 2015-05-26

Branch Locations

633 N Orlando Ave., Winter Park, FL 32789 • 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
Charles Schwab & Co., Inc. Winter Park FL 04/2015 Present
Charles Schwab Bank, Ssb Winter Park FL 04/2015 Present
Formula Guides, Llc. Floral Park NY 05/2013 11/2016
  • 04/2015 → Present
    Winter Park, FL
  • 04/2015 → Present
    Charles Schwab Bank, Ssb
    Winter Park, FL
  • 05/2013 → 11/2016
    Formula Guides, Llc.
    Floral Park, NY
Other Businesses

Start Date = 01-04-21| Rental Property| Owner| New Smyrna Beach, FL| Hours/Month = Less than 20| second home that is rented out to snowbirds seasonally.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-01-31
  • S63 Uniform Securities Agent State Law Examination
    2014-01-31
Designations
Other Names
  • Kyle Christian

View on SEC IAPD

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