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Jeffrey Lloyd Styer

Charles Schwab & Co., Inc.

Coral Gables, 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 2022-03-08
  • FL RA
    APPROVED
    Since 2022-03-08

Branch Locations

110 Merrick Way Suite 1, Coral Gables, FL 33134-5236 • 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
Td Ameritrade Miami FL 04/2008 12/2022
Charles Schwab And Co., Inc. Miami FL 12/2022 Present
Charles Schwab Bank Miami FL 07/2022 Present
  • 04/2008 → 12/2022
    Td Ameritrade
    Miami, FL
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Miami, FL
  • 07/2022 → Present
    Charles Schwab Bank
    Miami, FL
Previous Registrations
  • 2008-05-08 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Miami, FL
    Coaral Gables, FL
    Coral Gables, FL
  • 2008-05-08 → 2022-10-14
    Td Ameritrade, Inc.
    Coral Gables, FL
  • 2007-04-23 → 2008-05-09
    Strategic Advisers Llc
    Coral Gables, FL
  • 2005-07-19 → 2006-03-10
    Morgan Stanley Dw Inc.
    Miami, FL
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-15
  • S66 Uniform Combined State Law Examination
    2005-07-15
Other Names
  • Jeff Lloyd Styer

View on SEC IAPD

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SONNIA VIYELLA
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Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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