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William D Weldon

Charles Schwab & Co., Inc.

Plantation, 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 2026-08-28
  • FL RA
    APPROVED
    Since 2026-08-28

Branch Locations

1179 South University Drive Suite 310, Plantation, FL 33324 • 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
Fidelity Investments Oak Brook IL 05/2023 12/2024
Guaranteed Rate. Inc Chicago IL 11/2020 05/2023
Bank Of America Chicago IL 08/2018 11/2020
United Home Loans Westchester IL 02/2012 08/2018
Merrill Lynch, Pierce, Fenner & Smith, Inc. Plantation FL 01/2025 08/2026
Bank Of America N.A. Plantation FL 01/2025 08/2026
Charles Schwab & Co., Inc. Plantation FL 08/2026 Present
Charles Schwab Bank, Ssb Plantation FL 08/2026 Present
Charles Schwab Premier Bank Plantation FL 08/2026 Present
  • 05/2023 → 12/2024
    Fidelity Investments
    Oak Brook, IL
  • 11/2020 → 05/2023
    Guaranteed Rate. Inc
    Chicago, IL
  • 08/2018 → 11/2020
    Bank Of America
    Chicago, IL
  • 02/2012 → 08/2018
    United Home Loans
    Westchester, IL
  • 01/2025 → 08/2026
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Plantation, FL
  • 01/2025 → 08/2026
    Bank Of America N.A.
    Plantation, FL
  • 08/2026 → Present
    Charles Schwab & Co., Inc.
    Plantation, FL
  • 08/2026 → Present
    Charles Schwab Bank, Ssb
    Plantation, FL
  • 08/2026 → Present
    Charles Schwab Premier Bank
    Plantation, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-01
S63 Uniform Securities Agent State Law Examination 2023-12-19
  • S66 Uniform Combined State Law Examination
    2024-08-01
  • S63 Uniform Securities Agent State Law Examination
    2023-12-19
Other Names
  • William Weldon
  • Bill Weldon
  • William Dennis Weldon

View on SEC IAPD

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MORGAN STANLEY · Plantation, FL
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