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James Aquilina

Charles Schwab & Co., Inc.

Palm Beach Gardens, FL

West Palm Beach, FL

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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 2026-04-30
  • FL RA
    APPROVED
    Since 2026-04-30

Branch Locations

4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • United States

501 S. Flagler Dr, West Palm Beach, FL 33401-5909 • 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
Northwestern Mutual Coral Gables FL 05/2020 08/2020
Florida State University Tallahassee FL 05/2017 05/2021
Spanish River High School Boca Raton FL 08/2013 05/2017
Ubs Financial Services Inc. Charlotte NC 06/2021 04/2026
Charles Schwab & Co, Inc West Palm Beach FL 04/2026 Present
Charles Schwab Bank, Ssb West Palm Beach FL 04/2026 Present
  • 05/2020 → 08/2020
    Northwestern Mutual
    Coral Gables, FL
  • 05/2017 → 05/2021
    Florida State University
    Tallahassee, FL
  • 08/2013 → 05/2017
    Spanish River High School
    Boca Raton, FL
  • 06/2021 → 04/2026
    Ubs Financial Services Inc.
    Charlotte, NC
  • 04/2026 → Present
    Charles Schwab & Co, Inc
    West Palm Beach, FL
  • 04/2026 → Present
    Charles Schwab Bank, Ssb
    West Palm Beach, FL
Previous Registrations
  • 2021-09-28 → 2026-04-20
    Ubs Financial Services Inc.
    Weehawken, NJ
    Weehawken, NJ
    Charlotte, NC
    Weehawken, NJ
    Charlotte, NC
    Boynton Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-28
  • S66 Uniform Combined State Law Examination
    2021-09-28
Designations
Other Names
  • James V Aquilina
  • James Vincent Aquilina

View on SEC IAPD

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