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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-04-25
  • MO RA
    APPROVED
    Since 2025-04-25

Branch Locations

8455 Maryland Avenue Suite 100, Clayton, MO 63105-3646 • 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 09/2020 11/2021
Full Time Education Saint Louis MO 08/2019 09/2020
Schlotzkys Deli Chesterfield MO 05/2019 08/2019
Full Time Education Saint Louis MO 07/2018 05/2019
Timber Creek Grill O'fAllon MO 06/2018 08/2018
Chandler Hill Vineyards Defiance MO 06/2018 07/2018
Full Time Education Saint Louis University MO 08/2017 06/2018
Full Time Education Saint Charles MO 08/2010 05/2017
Charles Schwab Bank, Ssb Westlake TX 12/2021 05/2023
Charles Schwab & Co., Inc. Westlake TX 12/2021 05/2023
Fidelity Investments Chesterfield MO 05/2023 11/2024
Fidelity/Strategic Advisers Llc Chesterfield MO 11/2024 04/2025
Charles Schwab & Co., Inc. Clayton MO 04/2025 Present
Charles Schwab Bank Clayton MO 04/2025 Present
  • 09/2020 → 11/2021
    Td Ameritrade
    St. Louis, MO
  • 08/2019 → 09/2020
    Full Time Education
    Saint Louis, MO
  • 05/2019 → 08/2019
    Schlotzkys Deli
    Chesterfield, MO
  • 07/2018 → 05/2019
    Full Time Education
    Saint Louis, MO
  • 06/2018 → 08/2018
    Timber Creek Grill
    O'fAllon, MO
  • 06/2018 → 07/2018
    Chandler Hill Vineyards
    Defiance, MO
  • 08/2017 → 06/2018
    Full Time Education
    Saint Louis University, MO
  • 08/2010 → 05/2017
    Full Time Education
    Saint Charles, MO
  • 12/2021 → 05/2023
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 12/2021 → 05/2023
    Westlake, TX
  • 05/2023 → 11/2024
    Fidelity Investments
    Chesterfield, MO
  • 11/2024 → 04/2025
    Fidelity/Strategic Advisers Llc
    Chesterfield, MO
  • 04/2025 → Present
    Clayton, MO
  • 04/2025 → Present
    Charles Schwab Bank
    Clayton, MO
Previous Registrations
  • 2025-03-31 → 2025-04-15
    Boston, MA
  • 2023-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chesterfield, MO
  • 2022-01-09 → 2023-05-19
    Westlake, TX
  • 2021-08-27 → 2022-03-07
    Td Ameritrade, Inc.
    O'FAllon, MO
    San Diego, CA
    Keller, TX
  • 2021-08-27 → 2022-03-07
    Td Ameritrade Investment Management, Llc
    Keller, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-26
  • S66 Uniform Combined State Law Examination
    2021-08-26
Other Names
  • Aj Jacob Poisson

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