Best Investors Account Sign in

Andrea Liliana Patino Galindo

Charles Schwab & Co., Inc.

Boston, MA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-04-04
  • CT RA
    APPROVED
    Since 2023-04-04

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
Student Waltham MA 09/2021 Present
Fidelity Investments Merrimack NH 08/2020 07/2021
Student Lowell MA 05/2018 05/2020
Student Bedford MA 01/2016 05/2018
Equipesca Obregon 05/2020 08/2020
Unemployed Brighton MA 07/2021 09/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2022 09/2022
Northwestern Mutual Investment Services Llc Braintree MA 06/2022 09/2022
Charles Schwab & Co., Inc. Hingham MA 09/2022 Present
Charles Schwab Bank, Ssb Hingham MA 09/2022 Present
Bentley University Waltham MA 09/2021 05/2022
  • 09/2021 → Present
    Student
    Waltham, MA
  • 08/2020 → 07/2021
    Fidelity Investments
    Merrimack, NH
  • 05/2018 → 05/2020
    Student
    Lowell, MA
  • 01/2016 → 05/2018
    Student
    Bedford, MA
  • 05/2020 → 08/2020
    Equipesca
    Obregon
  • 07/2021 → 09/2021
    Unemployed
    Brighton, MA
  • 06/2022 → 09/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2022 → 09/2022
    Northwestern Mutual Investment Services Llc
    Braintree, MA
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Hingham, MA
  • 09/2022 → Present
    Charles Schwab Bank, Ssb
    Hingham, MA
  • 09/2021 → 05/2022
    Bentley University
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-04
S63 Uniform Securities Agent State Law Examination 2021-01-05
  • S66 Uniform Combined State Law Examination
    2023-04-04
  • S63 Uniform Securities Agent State Law Examination
    2021-01-05
Other Names
  • Andrea Patino
  • Andrea Patino

View on SEC IAPD

Other Firms

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

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

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

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor