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Jillian Shepard Pelkey

Charles Schwab & Co., Inc.

Westlake, TX

Coventry, CT

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2019-03-22
  • CT RA
    APPROVED
    Since 2019-03-22

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Coventry, CT • 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. Coventry CT 12/2018 Present
Charles Schwab Bank West Hartford CT 12/2018 Present
Mackinstry Financial & Investments Llc Clinton CT 01/2016 11/2018
  • 12/2018 → Present
    Charles Schwab & Co., Inc.
    Coventry, CT
  • 12/2018 → Present
    Charles Schwab Bank
    West Hartford, CT
  • 01/2016 → 11/2018
    Mackinstry Financial & Investments Llc
    Clinton, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-22
  • S66 Uniform Combined State Law Examination
    2019-03-22
Other Names
  • Jillian Elizabeth Sherpard
  • Jillian Elizabeth Shepard

View on SEC IAPD

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