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Qin Zhao

Charles Schwab & Co., Inc.

Chestnut Hill, MA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-24
  • TX RA
    APPROVED
    Since 2024-10-24

Branch Locations

1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • 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
Edward Jones St Louis MO 03/2020 05/2022
Bank Of America North Quincy MA 02/2019 12/2019
Berkshire Hathaway Home Services Lexington MA 11/2018 01/2019
Boston City Property Boston MA 10/2018 11/2018
Lexus Of Northborough Northborough MA 06/2018 09/2018
Infiniti Of Warwick (Penske Auto Group) Warwick RI 01/2018 05/2018
Herb Chambers Lexus Of Sharon Sharon MA 06/2016 12/2017
Fidelity Investments Westwood MA 05/2022 10/2024
Charles Schwab & Co., Inc Chestnut Hill MA 10/2024 Present
Charles Schwab Bank Ssb Chestnut Hill MA 10/2024 Present
  • 03/2020 → 05/2022
    Edward Jones
    St Louis, MO
  • 02/2019 → 12/2019
    Bank Of America
    North Quincy, MA
  • 11/2018 → 01/2019
    Berkshire Hathaway Home Services
    Lexington, MA
  • 10/2018 → 11/2018
    Boston City Property
    Boston, MA
  • 06/2018 → 09/2018
    Lexus Of Northborough
    Northborough, MA
  • 01/2018 → 05/2018
    Infiniti Of Warwick (Penske Auto Group)
    Warwick, RI
  • 06/2016 → 12/2017
    Herb Chambers Lexus Of Sharon
    Sharon, MA
  • 05/2022 → 10/2024
    Fidelity Investments
    Westwood, MA
  • 10/2024 → Present
    Charles Schwab & Co., Inc
    Chestnut Hill, MA
  • 10/2024 → Present
    Charles Schwab Bank Ssb
    Chestnut Hill, MA
Previous Registrations
  • 2022-08-23 → 2024-09-27
    Fidelity Personal And Workplace Advisors
    Westwood, MA
  • 2020-07-01 → 2022-05-10
    Edward Jones
    St Louis, MO
    Cranston, RI
    Boston, MA
    St Louis, MO
    Unit 1312, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-20
  • S66 Uniform Combined State Law Examination
    2020-06-20
Designations
Other Names
  • Tracy Zhao

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
ESPLANADE CAPITAL LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC ADVISERS LLC
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
STRATEGIC ADVISERS LLC · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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