Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-26
TX RA APPROVED 2023-06-22
  • NY RA
    APPROVED
    Since 2024-03-26
  • TX RA
    APPROVED
    Since 2023-06-22

Branch Locations

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
Voya Financial Partners, Llc Windsor CT 08/2019 01/2020
Hartford/Windsor Marriott Airport Hotel Windsor CT 05/2018 08/2019
Fort Worth Independent School District Fort Worth TX 08/2020 03/2023
Unemployed Bloomfield CT 05/2020 08/2020
Full-Time Education Washington D.C DC 01/2020 05/2020
Unemployed Easthartford CT 12/2017 05/2018
Full-Time Education Washington D.C DC 08/2014 12/2017
Charles Schwab & Co., Inc. New York City NY 03/2023 Present
Charles Schwab Bank, Ssb New York City NY 04/2024 Present
  • 08/2019 → 01/2020
    Voya Financial Partners, Llc
    Windsor, CT
  • 05/2018 → 08/2019
    Hartford/Windsor Marriott Airport Hotel
    Windsor, CT
  • 08/2020 → 03/2023
    Fort Worth Independent School District
    Fort Worth, TX
  • 05/2020 → 08/2020
    Unemployed
    Bloomfield, CT
  • 01/2020 → 05/2020
    Full-Time Education
    Washington D.C, DC
  • 12/2017 → 05/2018
    Unemployed
    Easthartford, CT
  • 08/2014 → 12/2017
    Full-Time Education
    Washington D.C, DC
  • 03/2023 → Present
    New York City, NY
  • 04/2024 → Present
    Charles Schwab Bank, Ssb
    New York City, NY
Other Businesses

Hartford/Windsor Marriott Airport Hotel; No; 28 Day Hill Rd, Windsor, CT; Hotel; Front Office Agent; 05/2018; 20hrs/mo; 0hrs/mo; Helping to run front desk.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-17
  • S66 Uniform Combined State Law Examination
    2023-06-17

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor