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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-12-23
  • NH RA
    APPROVED
    Since 2025-12-23

Branch Locations

200 Market Street, Lynnfield, MA 01940 • United States

54 Mall Rd, Burlington, MA 01803-4556 • 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
Fidelity Brokerage Services Llc Greenwood Village CO 01/2015 12/2017
Td Ameritrade Princeton NJ 01/2018 09/2019
Fidelity Brokerage Services Llc Merrimack NH 09/2019 11/2025
Fidelity Investments Boston MA 03/2025 11/2025
Charles Schwab Bank, Ssb Lynnfield MA 12/2025 Present
Charles Schwab & Co., Inc. Lynnfield MA 12/2025 Present
  • 01/2015 → 12/2017
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 01/2018 → 09/2019
    Td Ameritrade
    Princeton, NJ
  • 09/2019 → 11/2025
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → 11/2025
    Fidelity Investments
    Boston, MA
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Lynnfield, MA
  • 12/2025 → Present
    Lynnfield, MA
Previous Registrations
  • 2025-03-31 → 2025-11-07
    Nashua, NH
    Manchester, NH
    Nashua, NH
    Boston, MA
  • 2020-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Nashua, NH
  • 2018-02-01 → 2019-09-03
    Td Ameritrade, Inc.
    Red Bank, NJ
    Princeton, NJ
  • 2018-01-31 → 2019-09-03
    Td Ameritrade Investment Management, Llc
    Shrewsbury, NJ
    Princeton, NJ
  • 2016-03-16 → 2018-01-04
    Greenwood Village, CO
Other Businesses

Centurium Studios | Not investment related | Nashua, NH | Printing/Publishing | Founder/CEO/Creative Director | Start date 01/01/2020 | Less than 20 hours/month - 0 during trading hours | I manage the strategic operations of the business, the overall business model, and content creation and deployment strategy. I manage the finances, hiring, and advertising for the business as well as marketing and web development.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-04
S63 Uniform Securities Agent State Law Examination 2015-05-08
  • S66 Uniform Combined State Law Examination
    2016-03-04
  • S63 Uniform Securities Agent State Law Examination
    2015-05-08
Other Names
  • Andrew Martin Menefee

View on SEC IAPD

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