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Nathan Mcdaniel

Charles Schwab & Co., Inc.

Boca Raton, FL

Fort Lauderdale, 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 2025-12-01
  • FL RA
    APPROVED
    Since 2025-12-01

Branch Locations

150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States

500 East Broward Blvd Suite 101, Fort Lauderdale, FL 33394 • 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 St. Louis MO 06/2021 08/2021
Outdoor Living Kirkwood MO 05/2020 08/2020
Outdoor Living Saint Louis MO 06/2017 08/2017
Full Time Education Wentzville MO 09/2017 05/2018
Outdoor Living Saint Louis MO 06/2018 08/2018
Full Time Education Columbia MO 09/2018 05/2019
Outdoor Living Saint Louis MO 06/2019 08/2019
Full Time Education Columbia MO 09/2019 04/2020
Full Time Education Columbia MO 09/2020 05/2021
Full Time Education Columbia MO 09/2021 05/2022
Full Time Education Wentzville MO 09/2016 05/2017
Td Ameritrade St. Louis MO 06/2022 04/2023
Charles Schwab St. Louis MO 04/2023 05/2023
Merrill Lynch Key West FL 07/2023 09/2025
Charles Schwab & Co., Inc. Fort Lauderdale FL 10/2025 Present
Charles Schwab Bank, Ssb Fort Lauderdale FL 10/2025 Present
  • 06/2021 → 08/2021
    Td Ameritrade
    St. Louis, MO
  • 05/2020 → 08/2020
    Outdoor Living
    Kirkwood, MO
  • 06/2017 → 08/2017
    Outdoor Living
    Saint Louis, MO
  • 09/2017 → 05/2018
    Full Time Education
    Wentzville, MO
  • 06/2018 → 08/2018
    Outdoor Living
    Saint Louis, MO
  • 09/2018 → 05/2019
    Full Time Education
    Columbia, MO
  • 06/2019 → 08/2019
    Outdoor Living
    Saint Louis, MO
  • 09/2019 → 04/2020
    Full Time Education
    Columbia, MO
  • 09/2020 → 05/2021
    Full Time Education
    Columbia, MO
  • 09/2021 → 05/2022
    Full Time Education
    Columbia, MO
  • 09/2016 → 05/2017
    Full Time Education
    Wentzville, MO
  • 06/2022 → 04/2023
    Td Ameritrade
    St. Louis, MO
  • 04/2023 → 05/2023
    Charles Schwab
    St. Louis, MO
  • 07/2023 → 09/2025
    Merrill Lynch
    Key West, FL
  • 10/2025 → Present
    Charles Schwab & Co., Inc.
    Fort Lauderdale, FL
  • 10/2025 → Present
    Charles Schwab Bank, Ssb
    Fort Lauderdale, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-01
S63 Uniform Securities Agent State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2023-09-01
  • S63 Uniform Securities Agent State Law Examination
    2022-09-30
Designations
Other Names
  • Nathan Lee Mcdaniel
  • Nate L Mcdaniel
  • Nathan Mcdaniel
  • Nathan L Mcdaniel

View on SEC IAPD

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ELIZABETH V BRUNO
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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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