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Paul Edward Blaney

Charles Schwab & Co., Inc.

Middleton, WI

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-01-26
  • WI RA
    APPROVED
    Since 2022-01-26

Branch Locations

8333 Greenway Boulevard Suite 180, Middleton, WI 53562-3684 • 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 Ameritrade, Inc. Madison WI 02/2018 12/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2022
Scottrade Securities, Inc. Madison WI 04/2000 02/2018
Charles Schwab And Co., Inc. Madison WI 12/2022 Present
Charles Schwab Bank Madison WI 11/2023 Present
  • 02/2018 → 12/2022
    Td Ameritrade, Inc.
    Madison, WI
  • 02/2018 → 12/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 04/2000 → 02/2018
    Scottrade Securities, Inc.
    Madison, WI
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Madison, WI
  • 11/2023 → Present
    Charles Schwab Bank
    Madison, WI
Previous Registrations
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Madison, WI
    Middleton, WI
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Middleton, WI
    Omaha, NE
  • 2017-07-13 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-13
S63 Uniform Securities Agent State Law Examination 2000-06-23
  • S66 Uniform Combined State Law Examination
    2017-07-13
  • S63 Uniform Securities Agent State Law Examination
    2000-06-23

View on SEC IAPD

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ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
EDWARD JONES · MIDDLETON, WI

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