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Christina Marie Palmer

Charles Schwab & Co., Inc.

Jacksonville, FL

Indianapolis, IN

CRD 7043774

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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
FL RA APPROVED 2025-08-26
TX RA APPROVED 2025-06-13
  • FL RA
    APPROVED
    Since 2025-08-26
  • TX RA
    APPROVED
    Since 2025-06-13

Branch Locations

Jacksonville, FL • United States

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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
Td Ameritrade Southlake TX 11/2018 06/2024
Holiday Inn Club Vacations Arlington TX 03/2018 11/2018
Five Below Flower Mound TX 09/2016 12/2016
Bowlero Corp Denton TX 07/2016 02/2018
Mle Inc North Richland Hills TX 06/2016 Present
Charles Schwab And Co., Inc. Omaha NE 03/2023 Present
Charles Schwab Bank Jacksonville FL 06/2025 Present
Charles Schwab Trust Bank Jacksonville FL 06/2025 Present
Charles Schwab Premier Bank Jacksonville FL 06/2025 Present
  • 11/2018 → 06/2024
    Td Ameritrade
    Southlake, TX
  • 03/2018 → 11/2018
    Holiday Inn Club Vacations
    Arlington, TX
  • 09/2016 → 12/2016
    Five Below
    Flower Mound, TX
  • 07/2016 → 02/2018
    Bowlero Corp
    Denton, TX
  • 06/2016 → Present
    Mle Inc
    North Richland Hills, TX
  • 03/2023 → Present
    Charles Schwab And Co., Inc.
    Omaha, NE
  • 06/2025 → Present
    Charles Schwab Bank
    Jacksonville, FL
  • 06/2025 → Present
    Charles Schwab Trust Bank
    Jacksonville, FL
  • 06/2025 → Present
    Charles Schwab Premier Bank
    Jacksonville, FL
Other Businesses

Name: Dice Goblin Creations / Dice Designer, Role: Designer of dice and online posting, Type: Retail Sales, Start Date: 07/01/2020, Investment Related?: No, Address: 3600 Windhaven Pkwy, Apt 3311, The Colony, TX 75056, Number of Hours/Mo: 20, Duties: I will be in charge of making dice in resin molds and then posting them onto an Etsy shop in order to sell them. Also to ship out those items to people who order them. Name: Baby Sitting, Role: Babysitter, Type: Other, Start Date: 08/01/2021, Investment Related?: No, Address: 3600 Windhaven Pkwy Apt 3311, The Colony, TX 75056, Number of Hours/Mo: 5, Duties: Watching/caring for a child while their parents are out on a date or at work. Name: Donations - Blood, Plasma, Blood Platelets, Role: Donor, Type: Other, Start Date: 09/28/2021, Investment Related?: No, Address: 2508 S Stemmons Fwy, Lewisville, TX 75067, Number of Hours/Mo: 10, Duties: Sitting for roughly an hour up to twice a week to donte Blood, plasma, or platelets to help others in need medically.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-13
S63 Uniform Securities Agent State Law Examination 2019-04-01
  • S66 Uniform Combined State Law Examination
    2025-06-13
  • S63 Uniform Securities Agent State Law Examination
    2019-04-01

View on SEC IAPD

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