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Nathan William Webb

Charles Schwab & Co., Inc.

Philadelphia, PA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-08
  • PA RA
    APPROVED
    Since 2023-06-08

Branch Locations

1650 Market Street Suite 102, Philadelphia, PA 19103-7301 • 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 Durham NC 01/2015 05/2023
Fidelity Personal And Workplace Advisors Boston MA 07/2018 05/2023
Charles Schwab & Co., Inc. Philadelphia PA 05/2023 Present
Charles Schwab Bank, Ssb Philadelphia PA 05/2023 Present
  • 01/2015 → 05/2023
    Fidelity Brokerage Services Llc
    Durham, NC
  • 07/2018 → 05/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 05/2023 → Present
    Charles Schwab & Co., Inc.
    Philadelphia, PA
  • 05/2023 → Present
    Charles Schwab Bank, Ssb
    Philadelphia, PA
Previous Registrations
  • 2018-07-13 → 2023-05-04
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-09-26 → 2018-07-13
    Strategic Advisers Llc
    Durham, NC
    Marlton, NJ
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-05
S63 Uniform Securities Agent State Law Examination 2015-11-02
  • S66 Uniform Combined State Law Examination
    2015-12-05
  • S63 Uniform Securities Agent State Law Examination
    2015-11-02
Other Names
  • Nathan William Webb
  • Nathan Webb

View on SEC IAPD

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GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
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