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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 2021-11-22
  • FL RA
    APPROVED
    Since 2021-11-22

Branch Locations

4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • United States

501 S. Flagler Dr, West Palm Beach, FL 33401-5909 • 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. West Palm Beach FL 06/2019 Present
Pinnacle Wealth Management Land O Lakes FL 05/2018 03/2019
Seaworld Parks Entertainment Tampa FL 12/2015 01/2018
Unemployed Rockledge FL 01/2009 12/2016
Unemployed Lutz FL 01/2018 05/2018
Charles Schwab Bank, Ssb West Palm Beach FL 09/2021 Present
  • 06/2019 → Present
    West Palm Beach, FL
  • 05/2018 → 03/2019
    Pinnacle Wealth Management
    Land O Lakes, FL
  • 12/2015 → 01/2018
    Seaworld Parks Entertainment
    Tampa, FL
  • 01/2009 → 12/2016
    Unemployed
    Rockledge, FL
  • 01/2018 → 05/2018
    Unemployed
    Lutz, FL
  • 09/2021 → Present
    Charles Schwab Bank, Ssb
    West Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09

View on SEC IAPD

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