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Giovanni Afanasiev

Charles Schwab & Co., Inc.

Orlando, FL

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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_RES 2023-08-08
FL RA APPROVED 2021-06-01
  • TX RA
    APPROVED_RES
    Since 2023-08-08
  • FL RA
    APPROVED
    Since 2021-06-01

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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 Orlando FL 06/2015 Present
Schwab Private Client Investment Advisory Orlando FL 11/2020 05/2021
Charles Schwab Bank, Ssb Orlando FL 05/2021 Present
  • 06/2015 → Present
    Charles Schwab & Co., Inc
    Orlando, FL
  • 11/2020 → 05/2021
    Schwab Private Client Investment Advisory
    Orlando, FL
  • 05/2021 → Present
    Charles Schwab Bank, Ssb
    Orlando, FL
Previous Registrations
Other Businesses

1. Health and Wealth LLC|Investment Related: No|Sports/Physical Recreation|Owner|Hours Per Month : Less than 20|Hours Spent during Security Trading:0|I am in the process of creating an LLC to help people with gym/workout strategy, meal prepping/nutrition, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-10
  • S66 Uniform Combined State Law Examination
    2017-05-10
Other Names
  • Yevgeniy Afanasiev

View on SEC IAPD

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