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Clayton Charland

Charles Schwab & Co., Inc.

Cary, NC

Winston-Salem, NC

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-08-11
  • NC RA
    APPROVED
    Since 2023-08-11

Branch Locations

223 Weston Parkway, Cary, NC 27513 • United States

380 Knollwood Suite E, Winston-Salem, NC 27103-1847 • 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. Red Bank NJ 06/2017 03/2021
John Driscoll & Co. Phoenix AZ 03/2017 05/2017
Roncancio Wealth Management, Inc. Phoenix AZ 08/2016 11/2016
Student Tempe AZ 12/2016 02/2017
Charles Schwab Bank Ssb Red Bank NJ 10/2018 03/2021
The Genwealth Group, Inc. Maplewood NJ 05/2021 07/2021
Lpl Financial Llc Matawan NJ 07/2021 09/2022
Atlas Private Wealth Advisors Matawan NJ 07/2021 06/2022
Domani Wealth Lancaster PA 06/2022 03/2023
Td Ameritrade, Inc. Winston-Salem NC 05/2023 09/2023
Charles Schwab & Co., Inc. Winston-Salem NC 04/2023 Present
Charles Schwab Bank, Ssb Winston-Salem NC 09/2023 Present
Td Ameritrade Investment Management, Llc Winston-Salem NC 05/2023 09/2023
  • 06/2017 → 03/2021
    Charles Schwab & Co.,Inc.
    Red Bank, NJ
  • 03/2017 → 05/2017
    John Driscoll & Co.
    Phoenix, AZ
  • 08/2016 → 11/2016
    Roncancio Wealth Management, Inc.
    Phoenix, AZ
  • 12/2016 → 02/2017
    Student
    Tempe, AZ
  • 10/2018 → 03/2021
    Charles Schwab Bank Ssb
    Red Bank, NJ
  • 05/2021 → 07/2021
    The Genwealth Group, Inc.
    Maplewood, NJ
  • 07/2021 → 09/2022
    Lpl Financial Llc
    Matawan, NJ
  • 07/2021 → 06/2022
    Atlas Private Wealth Advisors
    Matawan, NJ
  • 06/2022 → 03/2023
    Domani Wealth
    Lancaster, PA
  • 05/2023 → 09/2023
    Td Ameritrade, Inc.
    Winston-Salem, NC
  • 04/2023 → Present
    Charles Schwab & Co., Inc.
    Winston-Salem, NC
  • 09/2023 → Present
    Charles Schwab Bank, Ssb
    Winston-Salem, NC
  • 05/2023 → 09/2023
    Td Ameritrade Investment Management, Llc
    Winston-Salem, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-13
  • S66 Uniform Combined State Law Examination
    2017-11-13
Designations
Other Names
  • Clayton Robert Charland
  • Clay R Charland
  • Clayton Charland
  • Clay Charland

View on SEC IAPD

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