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Stefan Johannes Holczer

Charles Schwab & Co., Inc.

Orlando, 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 2026-06-11
  • FL RA
    APPROVED
    Since 2026-06-11

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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
Forest Oaks Country Club Greensboro NC 06/2019 10/2020
Uber Technologies Inc. San Francisco CA 08/2020 04/2021
Full Time Education Greensboro NC 08/2018 05/2021
Full Time Education Caracas 08/2016 07/2017
Full Time Education Tyler TX 08/2017 08/2018
Fidelity Investments Jacksonville FL 06/2021 03/2025
Fidelity Investments Winter Park FL 03/2025 05/2026
Charles Schwab & Co., Inc. Orlando FL 05/2026 Present
Charles Schwab Bank Orlando FL 05/2026 Present
  • 06/2019 → 10/2020
    Forest Oaks Country Club
    Greensboro, NC
  • 08/2020 → 04/2021
    Uber Technologies Inc.
    San Francisco, CA
  • 08/2018 → 05/2021
    Full Time Education
    Greensboro, NC
  • 08/2016 → 07/2017
    Full Time Education
    Caracas
  • 08/2017 → 08/2018
    Full Time Education
    Tyler, TX
  • 06/2021 → 03/2025
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → 05/2026
    Fidelity Investments
    Winter Park , FL
  • 05/2026 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2026 → Present
    Charles Schwab Bank
    Orlando, FL
Previous Registrations
  • 2025-03-31 → 2026-05-22
    Strategic Advisers Llc
    Orlando, FL
    Altamonte Springs, FL
    Winter Park, FL
    Orlando, FL
    Boston, MA
  • 2022-09-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-24
S63 Uniform Securities Agent State Law Examination 2021-11-03
  • S66 Uniform Combined State Law Examination
    2022-08-24
  • S63 Uniform Securities Agent State Law Examination
    2021-11-03
Other Names
  • Stefan Johaness Holczer
  • Stefan Holczer

View on SEC IAPD

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