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Alexander John Cassidy

Charles Schwab & Co., Inc.

San Jose, CA

Austin, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-01-26
TX RA APPROVED 2019-12-09
  • CA RA
    APPROVED
    Since 2021-01-26
  • TX RA
    APPROVED
    Since 2019-12-09

Branch Locations

1320 Ridder Park Drive, San Jose, CA 95131 • United States

11800 Schwab Way, Austin, TX 78758 • 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 San Jose CA 06/2019 Present
Turf Valley Resport Elliott City MD 05/2017 08/2017
Waverly Woods Golf Course Marriottsville MD 05/2017 08/2017
Charles Schwab & Co.,Inc. Lone Tree CO 06/2018 08/2018
The Pennsylvania State University State College PA 08/2018 05/2019
The Pennsylvania State University State College PA 08/2017 05/2018
Park Hills Golf Club Altoona PA 03/2017 05/2017
The Pennsylvania State University Altoona Altoona PA 08/2016 03/2017
Charles Schwab Bank Ssb San Jose CA 11/2020 Present
  • 06/2019 → Present
    Charles Schwab & Co.,Inc
    San Jose, CA
  • 05/2017 → 08/2017
    Turf Valley Resport
    Elliott City, MD
  • 05/2017 → 08/2017
    Waverly Woods Golf Course
    Marriottsville, MD
  • 06/2018 → 08/2018
    Charles Schwab & Co.,Inc.
    Lone Tree, CO
  • 08/2018 → 05/2019
    The Pennsylvania State University
    State College, PA
  • 08/2017 → 05/2018
    The Pennsylvania State University
    State College, PA
  • 03/2017 → 05/2017
    Park Hills Golf Club
    Altoona, PA
  • 08/2016 → 03/2017
    The Pennsylvania State University Altoona
    Altoona, PA
  • 11/2020 → Present
    Charles Schwab Bank Ssb
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Designations

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
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