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Hali Rose Morrison

Charles Schwab & Co., Inc.

Chestnut Hill, MA

Framingham, 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
RI RA APPROVED 2024-01-23
  • RI RA
    APPROVED
    Since 2024-01-23

Branch Locations

1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • United States

161 Worcester Road Suite 102, Framingham, MA 01701 • 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
The Vanguard Group, Inc. Scottsdale AZ 02/2021 12/2023
The Home Depot Tempe AZ 06/2019 07/2021
Frank Pepe's Of Chestnut Hill Chestnut Hill MA 11/2015 12/2016
City Spirits Attleboro MA 04/2017 04/2018
Not Your Average Joe's Dedham MA 03/2017 05/2017
Whole Foods Dedham MA 06/2017 06/2017
Rainforest Cafe Tempe AZ 10/2018 01/2019
Summit High School Phoenix AZ 01/2019 03/2019
The Paper Store Bellingham MA 06/2018 09/2018
Charles Schwab & Co., Inc. Framingham MA 12/2023 Present
Charles Schwab Bank, Ssb Framingham MA 12/2023 Present
  • 02/2021 → 12/2023
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 06/2019 → 07/2021
    The Home Depot
    Tempe, AZ
  • 11/2015 → 12/2016
    Frank Pepe's Of Chestnut Hill
    Chestnut Hill, MA
  • 04/2017 → 04/2018
    City Spirits
    Attleboro, MA
  • 03/2017 → 05/2017
    Not Your Average Joe's
    Dedham, MA
  • 06/2017 → 06/2017
    Whole Foods
    Dedham, MA
  • 10/2018 → 01/2019
    Rainforest Cafe
    Tempe, AZ
  • 01/2019 → 03/2019
    Summit High School
    Phoenix, AZ
  • 06/2018 → 09/2018
    The Paper Store
    Bellingham, MA
  • 12/2023 → Present
    Charles Schwab & Co., Inc.
    Framingham, MA
  • 12/2023 → Present
    Charles Schwab Bank, Ssb
    Framingham, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-14
S63 Uniform Securities Agent State Law Examination 2021-04-01
  • S66 Uniform Combined State Law Examination
    2022-11-14
  • S63 Uniform Securities Agent State Law Examination
    2021-04-01
Other Names
  • Hali Morrison
  • Hali Rose Morrison
  • Hali Church
  • Hali Rose Church

View on SEC IAPD

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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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