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Byron Elmer Sheffield

Charles Schwab & Co., Inc.

Clearwater, 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
FL RA APPROVED 2025-01-03
  • FL RA
    APPROVED
    Since 2025-01-03

Branch Locations

28200 Us Highway 19 North Suite A, Clearwater, FL 33761-2622 • 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
Fisher Investments Camas WA 03/2016 06/2019
Bank Of America, N.A. Tampa FL 06/2019 09/2020
Fidelity Investments Clearwater FL 09/2020 09/2023
Ubsfinancial Services Tampa FL 09/2023 12/2024
Charles Schwab & Co., Inc. Clearwater FL 12/2024 Present
Charles Schwab Bank Clearwater FL 12/2024 Present
  • 03/2016 → 06/2019
    Fisher Investments
    Camas, WA
  • 06/2019 → 09/2020
    Bank Of America, N.A.
    Tampa, FL
  • 09/2020 → 09/2023
    Fidelity Investments
    Clearwater, FL
  • 09/2023 → 12/2024
    Ubsfinancial Services
    Tampa, FL
  • 12/2024 → Present
    Charles Schwab & Co., Inc.
    Clearwater, FL
  • 12/2024 → Present
    Charles Schwab Bank
    Clearwater, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-27
S65 Uniform Investment Adviser Law Examination 2016-09-19
  • S66 Uniform Combined State Law Examination
    2019-09-27
  • S65 Uniform Investment Adviser Law Examination
    2016-09-19
Other Names
  • Byron E Sheffield
  • Byron Elmer Sheffield
  • Byron Elmer Sheffield
  • Byron Sheffield

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

HEIDE REBECCA DELUCA
ESTHER LYNN ROPP
PAUL SELF
MICHAEL JAMES BURROWS
ERIK N GOLUB
RAY ALLEN LONG
TODD DANIEL BASLER
JOAN ELISE KREBEL

Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL
USA FINANCIAL SECURITIES LLC · Clearwater, FL
BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL
EDWARD JONES · CLEARWATER, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

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