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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 2024-01-10
  • FL RA
    APPROVED
    Since 2024-01-10

Branch Locations

5295 Tamiami Trail North, Naples, FL 34103 • 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
Td Ameritrade, Inc Naples FL 10/2020 06/2024
Northwestern Mutual Leawood KS 05/2020 09/2020
O'MAlley Beverage St. Joseph MO 05/2019 08/2019
Adam's Bar And Grill St. Joseph MO 05/2019 08/2019
A.L. J. Mueller Saint MO 05/2017 08/2017
Uga Finance St. Joseph MO 12/2016 01/2017
University Of Missouri Columbia MO 08/2016 05/2020
Charles Schwab & Co., Inc. Naples FL 06/2022 Present
Charles Schwab Bank, Ssb Naples FL 01/2024 Present
  • 10/2020 → 06/2024
    Td Ameritrade, Inc
    Naples, FL
  • 05/2020 → 09/2020
    Northwestern Mutual
    Leawood, KS
  • 05/2019 → 08/2019
    O'MAlley Beverage
    St. Joseph, MO
  • 05/2019 → 08/2019
    Adam's Bar And Grill
    St. Joseph, MO
  • 05/2017 → 08/2017
    A.L. J. Mueller
    Saint, MO
  • 12/2016 → 01/2017
    Uga Finance
    St. Joseph, MO
  • 08/2016 → 05/2020
    University Of Missouri
    Columbia, MO
  • 06/2022 → Present
    Naples, FL
  • 01/2024 → Present
    Charles Schwab Bank, Ssb
    Naples, FL
Previous Registrations
  • 2022-04-18 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    St. Louis, MO
  • 2022-04-18 → 2022-10-14
    Td Ameritrade, Inc.
    St. Louis, MO
    Omaha, NE
    St. Louis, MO
    Naples, FL
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-15
S63 Uniform Securities Agent State Law Examination 2021-02-08
  • S66 Uniform Combined State Law Examination
    2022-04-15
  • S63 Uniform Securities Agent State Law Examination
    2021-02-08
Other Names
  • Jacob P Hill
  • Jacob Hill

View on SEC IAPD

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