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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 2026-02-18
MO RA APPROVED 2026-02-13
  • FL RA
    APPROVED
    Since 2026-02-18
  • MO RA
    APPROVED
    Since 2026-02-13

Branch Locations

12580 University Drive Suite 100, Fort Myers, FL 33907-5672 • 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
Td Ameritrade Saint Louis MO 04/2021 09/2023
Jeff Wolf And Partners Real Estate Cincinnati OH 01/2021 04/2021
Ramsey's Trailside Loveland OH 08/2020 04/2021
College Student Oxford OH 11/2019 05/2020
Pro Pharma Cincinnati OH 08/2019 11/2019
Rudinos Sports Bar Cincinnati OH 05/2019 08/2019
College Student Oxford OH 01/2019 05/2019
Pro Clean Car Wash Cincinnati OH 12/2015 01/2019
Charles Schwab & Co., Inc. Fort Myers FL 09/2023 Present
Charles Schwab Bank, Ssb Fort Myers FL 02/2026 Present
  • 04/2021 → 09/2023
    Td Ameritrade
    Saint Louis, MO
  • 01/2021 → 04/2021
    Jeff Wolf And Partners Real Estate
    Cincinnati, OH
  • 08/2020 → 04/2021
    Ramsey's Trailside
    Loveland, OH
  • 11/2019 → 05/2020
    College Student
    Oxford, OH
  • 08/2019 → 11/2019
    Pro Pharma
    Cincinnati, OH
  • 05/2019 → 08/2019
    Rudinos Sports Bar
    Cincinnati, OH
  • 01/2019 → 05/2019
    College Student
    Oxford, OH
  • 12/2015 → 01/2019
    Pro Clean Car Wash
    Cincinnati, OH
  • 09/2023 → Present
    Fort Myers, FL
  • 02/2026 → Present
    Charles Schwab Bank, Ssb
    Fort Myers, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-12
S63 Uniform Securities Agent State Law Examination 2021-07-28
  • S65 Uniform Investment Adviser Law Examination
    2026-02-12
  • S63 Uniform Securities Agent State Law Examination
    2021-07-28

View on SEC IAPD

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