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Patrick Robert Mcdermott

Charles Schwab & Co., Inc.

Naperville, IL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-04-02
  • IL RA
    APPROVED
    Since 2018-04-02

Branch Locations

19 West Chicago Ave, Naperville, IL 60540-5301 • 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
Morgan Stanley Oak Brook IL 07/2016 03/2018
Morgan Stanley Private Bank, N.A. New York NY 10/2016 03/2018
Charles Schwab & Co., Inc. Naperville IL 03/2018 Present
Charles Schwab Bank Naperville IL 03/2018 Present
  • 07/2016 → 03/2018
    Morgan Stanley
    Oak Brook, IL
  • 10/2016 → 03/2018
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 03/2018 → Present
    Charles Schwab & Co., Inc.
    Naperville, IL
  • 03/2018 → Present
    Charles Schwab Bank
    Naperville, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-19
S63 Uniform Securities Agent State Law Examination 2011-11-15
  • S66 Uniform Combined State Law Examination
    2016-08-19
  • S63 Uniform Securities Agent State Law Examination
    2011-11-15
Other Names
  • Patrick R Mcdermott

View on SEC IAPD

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