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Ryan Pakzad

Charles Schwab & Co., Inc.

Boca Raton, 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
TX RA APPROVED 2024-01-03
FL RA APPROVED 2023-05-17
  • TX RA
    APPROVED
    Since 2024-01-03
  • FL RA
    APPROVED
    Since 2023-05-17

Branch Locations

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
Equitable Advisors, Llc New York NY 02/2022 11/2022
Pakman Trade Company Llc Weston FL 10/2021 Present
Swift Response Llc Weston FL 12/2020 01/2023
Tobias Financial Advisors Plantation FL 06/2019 12/2020
Florida Atlantic University Boca Raton FL 08/2017 06/2019
Florida State University Tallahassee FL 08/2013 07/2017
Charles Schwab & Co., Inc. Boca Raton FL 11/2022 Present
Charles Schwab Bank Ssb Boca Raton FL 01/2024 Present
  • 02/2022 → 11/2022
    Equitable Advisors, Llc
    New York, NY
  • 10/2021 → Present
    Pakman Trade Company Llc
    Weston, FL
  • 12/2020 → 01/2023
    Swift Response Llc
    Weston, FL
  • 06/2019 → 12/2020
    Tobias Financial Advisors
    Plantation, FL
  • 08/2017 → 06/2019
    Florida Atlantic University
    Boca Raton, FL
  • 08/2013 → 07/2017
    Florida State University
    Tallahassee, FL
  • 11/2022 → Present
    Charles Schwab & Co., Inc.
    Boca Raton, FL
  • 01/2024 → Present
    Charles Schwab Bank Ssb
    Boca Raton, FL
Other Businesses

1) Rental Income | Investment Related:No|6356 W SAMPLE ROAD|CORAL SPRINGS|FL|33067|USA|Real Estate (Non-Agent/Broker)|Home Owner|5/23/2022|Less than 20|0|Home Owner - Collect Rent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-16
  • S66 Uniform Combined State Law Examination
    2023-05-16
Other Names
  • Ryan Pakzad
  • Ryan Aryan Pakzad

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

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Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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