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Grey Alexander Wordsworth

Charles Schwab & Co., Inc.

Charlotte, NC

Greensboro, NC

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-03-20
  • NC RA
    APPROVED
    Since 2023-03-20

Branch Locations

4529 Sharon Road, Charlotte, NC 28211-3521 • United States

3328 W. Friendly Ave Suite 111, Greensboro, NC 27410 • 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
New York Life Greensboro NC 09/2020 05/2022
Unemployed Greensboro NC 04/2020 09/2020
Rental Works Greensboro NC 03/2016 04/2020
Nylife Securities Llc Greenboro NC 06/2021 05/2022
Td Ameritrade Greensboro NC 05/2022 03/2023
Charles Schwab & Co., Inc. Greensboro NC 03/2023 Present
Charles Schwab Bank, Ssb Greensboro NC 08/2024 Present
  • 09/2020 → 05/2022
    New York Life
    Greensboro, NC
  • 04/2020 → 09/2020
    Unemployed
    Greensboro, NC
  • 03/2016 → 04/2020
    Rental Works
    Greensboro, NC
  • 06/2021 → 05/2022
    Nylife Securities Llc
    Greenboro, NC
  • 05/2022 → 03/2023
    Td Ameritrade
    Greensboro, NC
  • 03/2023 → Present
    Charles Schwab & Co., Inc.
    Greensboro, NC
  • 08/2024 → Present
    Charles Schwab Bank, Ssb
    Greensboro, NC
Previous Registrations
  • 2022-06-23 → 2023-03-20
    Td Ameritrade Investment Management, Llc
    Greensboro, NC
  • 2022-06-23 → 2022-10-14
    Td Ameritrade, Inc.
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-13
S63 Uniform Securities Agent State Law Examination 2021-07-30
  • S66 Uniform Combined State Law Examination
    2022-06-13
  • S63 Uniform Securities Agent State Law Examination
    2021-07-30

View on SEC IAPD

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