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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 2025-11-24
NY RA APPROVED 2022-11-03
  • FL RA
    APPROVED
    Since 2025-11-24
  • NY RA
    APPROVED
    Since 2022-11-03

Branch Locations

500 East Broward Blvd Suite 101, Fort Lauderdale, FL 33394 • United States

150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • 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. Fort Lauderdale FL 06/2021 Present
Howard County Parks And Recreation Columbia MD 04/2015 03/2019
Turf Valley Resort And Golf Ellicott City MD 03/2019 08/2019
Charles Schwab & Co., Inc. Westlake TX 06/2020 08/2020
Marriotts Ridge High School Marriottsville MD 08/2014 06/2017
Salisbury University Salisbury MD 08/2017 05/2021
Charles Schwab Bank, Ssb Fort Lauderdale FL 08/2022 Present
  • 06/2021 → Present
    Fort Lauderdale, FL
  • 04/2015 → 03/2019
    Howard County Parks And Recreation
    Columbia, MD
  • 03/2019 → 08/2019
    Turf Valley Resort And Golf
    Ellicott City, MD
  • 06/2020 → 08/2020
    Westlake, TX
  • 08/2014 → 06/2017
    Marriotts Ridge High School
    Marriottsville, MD
  • 08/2017 → 05/2021
    Salisbury University
    Salisbury, MD
  • 08/2022 → Present
    Charles Schwab Bank, Ssb
    Fort Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-22
  • S66 Uniform Combined State Law Examination
    2021-11-22
Other Names
  • Mitchell Cassidy

View on SEC IAPD

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