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Benjamin Hy Perlow

Charles Schwab & Co., Inc.

Peachtree Corners, GA

Alpharetta, GA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-10-26
  • GA RA
    APPROVED
    Since 2022-10-26

Branch Locations

5150 Peachtree Parkway Suite 200, Peachtree Corners, GA 30092 • United States

2845 Old Milton Pkwy, Alpharetta, GA 30009 • 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
Jpmorgan Chase Bank, N.A. Atlanta GA 05/2021 05/2022
J.P. Morgan Securities Llc Atlanta GA 05/2021 05/2022
Jackie Mileson Dunwoody GA 05/2017 08/2017
Uber Atlanta GA 05/2020 04/2021
University Of Georgia Athens GA 05/2018 12/2020
Unemployed Norcross GA 05/2011 04/2017
Unemployed Norcross GA 09/2017 04/2018
Charles Schwab & Co., Inc. Atlanta GA 05/2022 Present
Charles Schwab Bank, Ssb Atlanta GA 05/2022 Present
  • 05/2021 → 05/2022
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 05/2021 → 05/2022
    J.P. Morgan Securities Llc
    Atlanta, GA
  • 05/2017 → 08/2017
    Jackie Mileson
    Dunwoody, GA
  • 05/2020 → 04/2021
    Uber
    Atlanta, GA
  • 05/2018 → 12/2020
    University Of Georgia
    Athens, GA
  • 05/2011 → 04/2017
    Unemployed
    Norcross, GA
  • 09/2017 → 04/2018
    Unemployed
    Norcross, GA
  • 05/2022 → Present
    Charles Schwab & Co., Inc.
    Atlanta, GA
  • 05/2022 → Present
    Charles Schwab Bank, Ssb
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-24
S63 Uniform Securities Agent State Law Examination 2021-07-09
  • S65 Uniform Investment Adviser Law Examination
    2022-10-24
  • S63 Uniform Securities Agent State Law Examination
    2021-07-09
Other Names
  • Benjamin Hy Perlow
  • Benjamin Perlow

View on SEC IAPD

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KESTRA ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.

Other Investors

DANIEL HOWARD BARRACLIFF
MARK PERDUE MILLER
RONALD JOSEPH HUCK
Jared C Nelson
LAURENCE MICHAEL WAJSMAN
Marcelo C Hernandez
Lucas Walker Hopkins
Bryan Scott Glover

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Peachtree Corners, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Norcross, GA
LPL FINANCIAL LLC · PEACHTREE CORNERS, GA
W&S BROKERAGE SERVICES, INC. · Peachtree Corner, GA
WELLS FARGO CLEARING SERVICES, LLC · NORCROSS, GA
KESTRA ADVISORY SERVICES, LLC · Peachtree Corners, GA
KESTRA ADVISORY SERVICES, LLC · Peachtree Corner, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Norcross, GA

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