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Cameron R Green

Charles Schwab & Co., Inc.

Fort Myers, 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 2026-07-20
TX RA APPROVED 2026-01-03
  • FL RA
    APPROVED
    Since 2026-07-20
  • TX RA
    APPROVED
    Since 2026-01-03

Branch Locations

12580 University Drive Suite 100, Fort Myers, FL 33907-5672 • 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. Indianapolis IN 06/2019 Present
Christiana Creek Country Club Elkhart IN 05/2016 08/2017
Iupui Indianapolis IN 05/2018 06/2019
Iupui Indianapolis IN 09/2016 05/2020
Charles Schwab Bank Indianapolis IN 07/2024 Present
  • 06/2019 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 05/2016 → 08/2017
    Christiana Creek Country Club
    Elkhart, IN
  • 05/2018 → 06/2019
    Iupui
    Indianapolis, IN
  • 09/2016 → 05/2020
    Iupui
    Indianapolis, IN
  • 07/2024 → Present
    Charles Schwab Bank
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-01
S63 Uniform Securities Agent State Law Examination 2020-12-04
  • S66 Uniform Combined State Law Examination
    2024-05-01
  • S63 Uniform Securities Agent State Law Examination
    2020-12-04

View on SEC IAPD

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Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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