Best Investors Account Sign in

Joalma Molina Holland

Charles Schwab & Co., Inc.

Phoenix, AZ

Westlake, TX

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States

3000 Schwab Way, Westlake, TX 76262 • 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. Lone Tree CO 02/2019 08/2020
S3 Shared Services Solutions, Llc Greenwood Village CO 12/2018 02/2019
Amoco Federal Credit Union League City TX 09/2016 11/2018
Sprint Pearland TX 07/2016 09/2016
Robinhood Financial, Llc Denver CO 08/2020 07/2021
Air Force Colorado Springs CO 05/2020 Present
Charles Schwab & Co., Inc. Westlake TX 08/2021 Present
  • 02/2019 → 08/2020
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 12/2018 → 02/2019
    S3 Shared Services Solutions, Llc
    Greenwood Village, CO
  • 09/2016 → 11/2018
    Amoco Federal Credit Union
    League City, TX
  • 07/2016 → 09/2016
    Sprint
    Pearland, TX
  • 08/2020 → 07/2021
    Robinhood Financial, Llc
    Denver, CO
  • 05/2020 → Present
    Air Force
    Colorado Springs, CO
  • 08/2021 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
S63 Uniform Securities Agent State Law Examination 2019-10-07
  • S66 Uniform Combined State Law Examination
    2025-11-25
  • S63 Uniform Securities Agent State Law Examination
    2019-10-07
Other Names
  • Joalma Molina Holland
  • Joalma Fabiana Molina
  • Jo Holland

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor