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Eric Imhof

Charles Schwab & Co., Inc.

Philadelphia, PA

Marlton, NJ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-09-06
  • NJ RA
    APPROVED
    Since 2024-09-06

Branch Locations

1650 Market Street Suite 102, Philadelphia, PA 19103-7301 • United States

300 Route 73 Suite D, Marlton, NJ 08053 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 07/2016 09/2017
Bank Of America, N.A. Princeton NJ 02/2017 09/2017
Charles Schwab Bank Moorestown NJ 10/2017 01/2023
Charles Schwab Bank & Co., Inc. Moorestown NJ 10/2017 01/2023
N/A Haddon Heights NJ 01/2023 07/2024
Charles Schwab & Co., Inc. Marlton NJ 08/2024 Present
Charles Schwab Bank, Ssb Marlton NJ 08/2024 Present
  • 07/2016 → 09/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Princeton, NJ
  • 02/2017 → 09/2017
    Bank Of America, N.A.
    Princeton, NJ
  • 10/2017 → 01/2023
    Charles Schwab Bank
    Moorestown, NJ
  • 10/2017 → 01/2023
    Charles Schwab Bank & Co., Inc.
    Moorestown, NJ
  • 01/2023 → 07/2024
    N/A
    Haddon Heights, NJ
  • 08/2024 → Present
    Charles Schwab & Co., Inc.
    Marlton, NJ
  • 08/2024 → Present
    Charles Schwab Bank, Ssb
    Marlton, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-08
  • S66 Uniform Combined State Law Examination
    2016-11-08
Designations
Other Names
  • Eric J Imhof
  • Eric Jordan Imhof

View on SEC IAPD

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