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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-24
  • VA RA
    APPROVED
    Since 2025-10-24

Branch Locations

11108 West Broad Street, Glen Allen, VA 23060 • 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
Top Golf Ashburn VA 01/2017 07/2017
Lifetime Wealth Management Ashburn VA 05/2018 11/2019
Covert Surveillance And Investigations Roundhill VA 11/2019 05/2020
Lifetime Wealth Managment Detroit MI 06/2020 11/2022
Cambridge Investment Research Fairfield IA 09/2020 11/2022
College Student Fairfax VA 08/2014 05/2019
Fidelity Investments Woodmere OH 11/2022 09/2025
Rocket Mortgage Detroit MI 04/2022 11/2022
Fidelity Investments Boston MA 03/2025 09/2025
Charles Schwab & Co., Inc. Glen Allen VA 10/2025 Present
Charles Schwab Bank, Ssb Glen Allen VA 10/2025 Present
  • 01/2017 → 07/2017
    Top Golf
    Ashburn, VA
  • 05/2018 → 11/2019
    Lifetime Wealth Management
    Ashburn, VA
  • 11/2019 → 05/2020
    Covert Surveillance And Investigations
    Roundhill, VA
  • 06/2020 → 11/2022
    Lifetime Wealth Managment
    Detroit, MI
  • 09/2020 → 11/2022
    Cambridge Investment Research
    Fairfield, IA
  • 08/2014 → 05/2019
    College Student
    Fairfax, VA
  • 11/2022 → 09/2025
    Fidelity Investments
    Woodmere, OH
  • 04/2022 → 11/2022
    Rocket Mortgage
    Detroit, MI
  • 03/2025 → 09/2025
    Fidelity Investments
    Boston, MA
  • 10/2025 → Present
    Glen Allen, VA
  • 10/2025 → Present
    Charles Schwab Bank, Ssb
    Glen Allen, VA
Previous Registrations
  • 2025-03-31 → 2025-10-02
    Glen Allen, VA
    Midlothian, VA
    Boston, MA
  • 2023-03-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodmere Village, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-07
S63 Uniform Securities Agent State Law Examination 2021-09-15
  • S65 Uniform Investment Adviser Law Examination
    2023-01-07
  • S63 Uniform Securities Agent State Law Examination
    2021-09-15
Other Names
  • Garrett Maged
  • Garrett M. Maged

View on SEC IAPD

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