Best Investors Account Sign in

Dylan Herrmann

Charles Schwab & Co., Inc.

Reston, VA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-27
MD RA APPROVED 2022-06-17
  • VA RA
    APPROVED
    Since 2025-01-27
  • MD RA
    APPROVED
    Since 2022-06-17

Branch Locations

11953 Freedom Drive, Reston, VA 20190 • 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
Charles Schwab & Co., Inc. Reston VA 05/2021 Present
Charles Schwab Bank, Ssb Reston VA 05/2021 Present
American Express Phoenix AZ 05/2019 05/2021
Grand Canyon University Phoenix AZ 05/2016 05/2019
  • 05/2021 → Present
    Charles Schwab & Co., Inc.
    Reston, VA
  • 05/2021 → Present
    Charles Schwab Bank, Ssb
    Reston, VA
  • 05/2019 → 05/2021
    American Express
    Phoenix, AZ
  • 05/2016 → 05/2019
    Grand Canyon University
    Phoenix, AZ
Previous Registrations
  • 2022-06-17 → 2022-10-14
    Td Ameritrade, Inc.
    Gaithersburg, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-17
S63 Uniform Securities Agent State Law Examination 2022-03-11
  • S66 Uniform Combined State Law Examination
    2022-06-17
  • S63 Uniform Securities Agent State Law Examination
    2022-03-11
Designations

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor