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Margaret Maryhelf Helfrich

Charles Schwab & Co., Inc.

Boston, 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
CT RA APPROVED 2021-11-09
  • CT RA
    APPROVED
    Since 2021-11-09

Branch Locations

127 Congress Street Floor 01, Boston, MA 02110-2511 • 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
Equitable Advisors Llc New York NY 02/2021 06/2021
Merrill Lynch, Pierce, Fenner & Smith Inc. Fairfield CT 02/2020 04/2020
State Street Bank Quincy MA 06/2018 08/2018
Fairfield University Fairfield CT 09/2015 08/2020
Salsify Boston MA 11/2020 12/2020
Unemployed Quincy MA 12/2020 02/2021
Unemployed Quincy MA 08/2020 11/2020
Charles Schwab & Co., Inc. Boston MA 08/2021 Present
Whitridge Associates Boston MA 11/2020 12/2020
Charles Schwab Bank Boston MA 11/2023 Present
  • 02/2021 → 06/2021
    Equitable Advisors Llc
    New York, NY
  • 02/2020 → 04/2020
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Fairfield, CT
  • 06/2018 → 08/2018
    State Street Bank
    Quincy, MA
  • 09/2015 → 08/2020
    Fairfield University
    Fairfield, CT
  • 11/2020 → 12/2020
    Salsify
    Boston, MA
  • 12/2020 → 02/2021
    Unemployed
    Quincy, MA
  • 08/2020 → 11/2020
    Unemployed
    Quincy, MA
  • 08/2021 → Present
    Charles Schwab & Co., Inc.
    Boston, MA
  • 11/2020 → 12/2020
    Whitridge Associates
    Boston, MA
  • 11/2023 → Present
    Charles Schwab Bank
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-10
  • S66 Uniform Combined State Law Examination
    2021-06-10
Other Names
  • Maggie M Garvey
  • Margaret Garvey
  • Margaret Mary Garvey

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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