Shane B Quinlan

Charles Schwab & Co., Inc.

Mt. Lebanon, PA

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-01-05

PA RA
APPROVED

Since 2026-01-05

Branch Locations

1600 Washington Road Suite B, Mt. Lebanon, PA 15228 • 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

Organization	City	State	From	To
Lincoln Financial Distributors	Radnor	PA	06/2022	09/2024
Full Time Education	Venetia	PA	06/2018	05/2022
Full Time Education	Pittsburgh	PA	08/2014	05/2018
Shandygaff Saloon	State College	PA	02/2020	04/2022
Parkway Service Station	Pittsburgh	PA	05/2019	12/2020
Charles Schwab	Pittsburgh	PA	06/2021	08/2021
Target	Minneapolis	MN	11/2017	12/2018
Charles Schwab & Co., Inc.	Lebanon	PA	11/2024	Present

06/2022 → 09/2024

Lincoln Financial Distributors

Radnor, PA
06/2018 → 05/2022

Full Time Education

Venetia, PA
08/2014 → 05/2018

Full Time Education

Pittsburgh, PA
02/2020 → 04/2022

Shandygaff Saloon

State College, PA
05/2019 → 12/2020

Parkway Service Station

Pittsburgh, PA
06/2021 → 08/2021

Charles Schwab

Pittsburgh, PA
11/2017 → 12/2018

Target

Minneapolis, MN
11/2024 → Present

Charles Schwab & Co., Inc.

Lebanon, PA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-01-12
S65	Uniform Investment Adviser Law Examination	2026-01-05

S63 Uniform Securities Agent State Law Examination

2026-01-12
S65 Uniform Investment Adviser Law Examination

2026-01-05

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC

Other Investors

John Conor Quinlan

JOHN COURTNEY QUINLAN

FRANCIS O'CONNOR

FRANK WESLEY MORGAN

CHAD A NEICHTER

Other Offices

STRATEGIC ADVISERS LLC · PITTSBURGH, PA

CITIZENS SECURITIES, INC. · Pittsburgh, PA

ROCKCLIFF CAPITAL, LLC · PITTSBURGH, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSBURGH, PA

J.P. MORGAN SECURITIES LLC · Pittsburgh, PA

KEY INVESTMENT SERVICES LLC · PITTSBURGH, PA

PNC WEALTH MANAGEMENT LLC · PITTSBURGH, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · UPPER SAINT CLAIR, PA

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