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Garrett Scott Smith

Charles Schwab & Co., Inc.

Virginia Beach, VA

Charlottesville, VA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-01-24
  • VA RA
    APPROVED
    Since 2024-01-24

Branch Locations

4701 Virginia Beach Blvd. Suite 200, Virginia Beach, VA 23462 • United States

675 Peter Jefferson Pkwy Suite 480, Charlottesville, VA 22911-4656 • 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
Axa Advisors New York NY 08/2019 02/2020
Meridan Wealth Partners Blue Bell PA 06/2018 07/2018
Southern Valet Columbia SC 05/2017 12/2017
University Of South Carolina Columbia SC 08/2015 05/2019
Meridian Wealth Partners, Llc Blue Bell PA 02/2020 12/2023
Charles Schwab & Co., Inc. Charlottesville VA 01/2024 Present
Charles Schwab Bank, Ssb Charlottesville VA 01/2024 Present
  • 08/2019 → 02/2020
    Axa Advisors
    New York, NY
  • 06/2018 → 07/2018
    Meridan Wealth Partners
    Blue Bell, PA
  • 05/2017 → 12/2017
    Southern Valet
    Columbia, SC
  • 08/2015 → 05/2019
    University Of South Carolina
    Columbia, SC
  • 02/2020 → 12/2023
    Meridian Wealth Partners, Llc
    Blue Bell, PA
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Charlottesville, VA
  • 01/2024 → Present
    Charles Schwab Bank, Ssb
    Charlottesville, VA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-02-20
S66 Uniform Combined State Law Examination 2019-07-26
  • S63 Uniform Securities Agent State Law Examination
    2024-02-20
  • S66 Uniform Combined State Law Examination
    2019-07-26
Other Names
  • Garrett Smith
  • Garrett Scott Smith

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA
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