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Natalia Portocarrero

Charles Schwab & Co., Inc.

Plantation, FL

Coral Gables, 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 2021-07-23
  • FL RA
    APPROVED
    Since 2021-07-23

Branch Locations

1179 South University Drive Suite 310, Plantation, FL 33324 • United States

110 Merrick Way Suite 1, Coral Gables, FL 33134-5236 • 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
Portfolio Resources Group Miami FL 07/2018 06/2021
Mi Apa Latin Cafe Miami FL 01/2016 05/2018
University Of Florida Gainesville FL 07/2014 05/2018
Charles Schwab & Co., Inc. Miami FL 06/2021 Present
Charles Schwab Bank Miami FL 07/2024 Present
  • 07/2018 → 06/2021
    Portfolio Resources Group
    Miami, FL
  • 01/2016 → 05/2018
    Mi Apa Latin Cafe
    Miami, FL
  • 07/2014 → 05/2018
    University Of Florida
    Gainesville, FL
  • 06/2021 → Present
    Charles Schwab & Co., Inc.
    Miami, FL
  • 07/2024 → Present
    Charles Schwab Bank
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-28
  • S66 Uniform Combined State Law Examination
    2021-05-28

View on SEC IAPD

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