Kevin Edward Forkin

Charles Schwab & Co., Inc.

Gaithersburg, MD

Claim This Profile

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-03
MD	RA	APPROVED	2024-11-27

TX RA
APPROVED

Since 2026-01-03
MD RA
APPROVED

Since 2024-11-27

Branch Locations

108 Ellington Blvd, Gaithersburg, MD 20878-4552 • 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

Organization	City	State	From	To
Bankers Life & Casualty, Inc	Gaithersburg	MD	04/2019	11/2024
Us Army	Bethesda	MD	05/2009	04/2019
Bankers Life Securities, Inc	Gaithersburg	MD	08/2021	11/2024
Bankers Life Advisory Services, Inc	Gaithersburg	MD	01/2024	11/2024
Charles Schwab & Co., Inc	Gaithersburg	MD	11/2024	Present
Charles Schwab Bank Ssb	Gaithersburg	MD	11/2024	Present

04/2019 → 11/2024

Bankers Life & Casualty, Inc

Gaithersburg, MD
05/2009 → 04/2019

Us Army

Bethesda, MD
08/2021 → 11/2024

Bankers Life Securities, Inc

Gaithersburg, MD
01/2024 → 11/2024

Bankers Life Advisory Services, Inc

Gaithersburg, MD
11/2024 → Present

Charles Schwab & Co., Inc

Gaithersburg, MD
11/2024 → Present

Charles Schwab Bank Ssb

Gaithersburg, MD

Previous Registrations

2024-01-26 → 2024-11-05

Bankers Life Advisory Services, Inc.

Gaithersburg, MD

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-26
S63	Uniform Securities Agent State Law Examination	2021-10-02

S66 Uniform Combined State Law Examination

2024-01-26
S63 Uniform Securities Agent State Law Examination

2021-10-02

Designations

View on SEC IAPD

Other Firms

SHERMAN WEALTH MANAGEMENT LLC

PRIVATE CLIENT SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

PFS INVESTMENTS INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

PLANVEST FINANCIAL, INC.

SERENE FINANCIAL SOLUTIONS

Other Investors

BRADLEY L SHERMAN

Ashley Rose Perlmutter

MARGUERITA MARIA CHENG

ROBERT ALAN KARCZ

Other Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD

PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD

COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD

PFS INVESTMENTS INC. · GAITHERSBURG, MD

TRANSAMERICA FINANCIAL ADVISORS, LLC · GAITHERSBURG, MD

WELLS FARGO CLEARING SERVICES, LLC · GAITHERSBURG, MD

PLANVEST FINANCIAL, INC. · GAITHERSBURG, MD

SERENE FINANCIAL SOLUTIONS · GAITHERSBURG, MD

More in Gaithersburg, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor