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Jonathan Peralta

Charles Schwab & Co., Inc.

Tampa, 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 2022-08-22
  • FL RA
    APPROVED
    Since 2022-08-22

Branch Locations

4304 W Boy Scout Blvd., Tampa, FL 33607 • 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
Fidelity Investments Jacksonville FL 06/2021 06/2022
Ernst & Young Jacksonville FL 01/2021 06/2021
Fbc Mortgage Orlando FL 08/2020 12/2020
Eli Lilly And Co Orlando FL 06/2020 08/2020
Feeding Children Everywhere Longwood FL 01/2020 04/2020
Hilton Orlando FL 12/2018 04/2021
Sette Orlando FL 09/2019 12/2019
Jw Marriot Nashville Nashville TN 07/2018 12/2018
Neighbors Germantown Nashville TN 07/2018 12/2018
Vivint Baltimore MD 06/2018 08/2018
Lake Nona Golf And Country Club Orlando FL 09/2017 05/2018
Ritz Carlton Grande Lakes Orlando FL 07/2014 08/2017
University Of Central Florida Orlando FL 01/2015 01/2020
Charles Schwab & Co., Inc. Tampa FL 07/2022 Present
Charles Schwab Bank, Ssb Tampa FL 07/2022 Present
Boca Winter Park FL 01/2020 03/2020
Td Ameritrade Inc. Tampa FL 05/2023 06/2024
  • 06/2021 → 06/2022
    Fidelity Investments
    Jacksonville, FL
  • 01/2021 → 06/2021
    Ernst & Young
    Jacksonville, FL
  • 08/2020 → 12/2020
    Fbc Mortgage
    Orlando, FL
  • 06/2020 → 08/2020
    Eli Lilly And Co
    Orlando, FL
  • 01/2020 → 04/2020
    Feeding Children Everywhere
    Longwood, FL
  • 12/2018 → 04/2021
    Hilton
    Orlando, FL
  • 09/2019 → 12/2019
    Sette
    Orlando, FL
  • 07/2018 → 12/2018
    Jw Marriot Nashville
    Nashville, TN
  • 07/2018 → 12/2018
    Neighbors Germantown
    Nashville, TN
  • 06/2018 → 08/2018
    Vivint
    Baltimore, MD
  • 09/2017 → 05/2018
    Lake Nona Golf And Country Club
    Orlando, FL
  • 07/2014 → 08/2017
    Ritz Carlton Grande Lakes
    Orlando, FL
  • 01/2015 → 01/2020
    University Of Central Florida
    Orlando, FL
  • 07/2022 → Present
    Charles Schwab & Co., Inc.
    Tampa, FL
  • 07/2022 → Present
    Charles Schwab Bank, Ssb
    Tampa, FL
  • 01/2020 → 03/2020
    Boca
    Winter Park, FL
  • 05/2023 → 06/2024
    Td Ameritrade Inc.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-19
S63 Uniform Securities Agent State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2022-08-19
  • S63 Uniform Securities Agent State Law Examination
    2021-11-01

View on SEC IAPD

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