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Zane Keegan Shelley

Charles Schwab & Co., Inc.

Gainesville, 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 2019-01-02
FL RA APPROVED 2016-11-07
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • FL RA
    APPROVED
    Since 2016-11-07

Branch Locations

2047 Nw 43Rd Street Suite 20, Gainesville, FL 32605 • 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
Davis-Monk Financial Group Gainesville FL 10/2015 11/2016
First Magnitude Brewing Inc Gainesville FL 08/2014 03/2020
1St Global Capital Corp. Gainesville FL 05/2016 11/2016
1St Global Advisors, Inc. Gainesville FL 05/2016 11/2016
Charles Schwab & Co., Inc. Gainseville FL 10/2016 Present
  • 10/2015 → 11/2016
    Davis-Monk Financial Group
    Gainesville, FL
  • 08/2014 → 03/2020
    First Magnitude Brewing Inc
    Gainesville, FL
  • 05/2016 → 11/2016
    1St Global Capital Corp.
    Gainesville, FL
  • 05/2016 → 11/2016
    1St Global Advisors, Inc.
    Gainesville, FL
  • 10/2016 → Present
    Charles Schwab & Co., Inc.
    Gainseville, FL
Previous Registrations
  • 2016-05-12 → 2016-11-01
    1St Global Advisors Inc
    Gainesville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-28
  • S66 Uniform Combined State Law Examination
    2016-04-28

View on SEC IAPD

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