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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 2021-10-25
  • FL RA
    APPROVED
    Since 2021-10-25

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States

Zephyrhills, FL • 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. Thonotosassa FL 12/2019 Present
Charles Schwab Bank, Ssb Thonotosassa FL 12/2019 Present
Destination Cleveland Cleveland OH 09/2018 12/2019
Cleveland Neighborhood Progress Cleveland OH 05/2018 08/2018
Polaris Home Funding Marietta OH 05/2017 08/2017
Marietta College Marietta OH 08/2014 05/2018
  • 12/2019 → Present
    Thonotosassa, FL
  • 12/2019 → Present
    Charles Schwab Bank, Ssb
    Thonotosassa, FL
  • 09/2018 → 12/2019
    Destination Cleveland
    Cleveland, OH
  • 05/2018 → 08/2018
    Cleveland Neighborhood Progress
    Cleveland, OH
  • 05/2017 → 08/2017
    Polaris Home Funding
    Marietta, OH
  • 08/2014 → 05/2018
    Marietta College
    Marietta, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-30
  • S66 Uniform Combined State Law Examination
    2021-07-30

View on SEC IAPD

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