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Nicholas D Owczarzak

Charles Schwab & Co., Inc.

Cranberry Township, PA

CRD 7408407

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-21
  • PA RA
    APPROVED
    Since 2023-08-21

Branch Locations

2080 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • 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
Jpmorgan Chase Bank, N.A. Homestead PA 06/2021 06/2023
J.P. Morgan Securities Llc Homestead PA 06/2021 06/2023
T-Mobile Pittsburgh PA 01/2019 05/2021
Staymobile Pittsburgh PA 04/2018 11/2018
Batteries Plus Bulbs Pittsburgh PA 03/2014 04/2018
Cellplus Pa Management Corp Pittsburgh PA 06/2019 06/2021
Us Postal Service Warrendale PA 11/2018 01/2019
Charles Schwab & Co., Inc Cranberry Township PA 06/2023 Present
Charles Schwab Bank, Ssb Township PA 06/2023 Present
Td Ameritrade, Inc. Pittsburgh PA 06/2023 06/2024
  • 06/2021 → 06/2023
    Jpmorgan Chase Bank, N.A.
    Homestead, PA
  • 06/2021 → 06/2023
    J.P. Morgan Securities Llc
    Homestead, PA
  • 01/2019 → 05/2021
    T-Mobile
    Pittsburgh, PA
  • 04/2018 → 11/2018
    Staymobile
    Pittsburgh, PA
  • 03/2014 → 04/2018
    Batteries Plus Bulbs
    Pittsburgh, PA
  • 06/2019 → 06/2021
    Cellplus Pa Management Corp
    Pittsburgh, PA
  • 11/2018 → 01/2019
    Us Postal Service
    Warrendale, PA
  • 06/2023 → Present
    Charles Schwab & Co., Inc
    Cranberry Township, PA
  • 06/2023 → Present
    Charles Schwab Bank, Ssb
    Township, PA
  • 06/2023 → 06/2024
    Td Ameritrade, Inc.
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-18
S63 Uniform Securities Agent State Law Examination 2021-09-01
  • S66 Uniform Combined State Law Examination
    2023-08-18
  • S63 Uniform Securities Agent State Law Examination
    2021-09-01
Other Names
  • Nicholas Owczarzak

View on SEC IAPD

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