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Robert Boies

Charles Schwab & Co., Inc.

Bethesda, MD

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-11-28
  • MD RA
    APPROVED
    Since 2022-11-28

Branch Locations

7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • 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. Bethesda MD 05/2021 Present
Charles Schwab Bank, Ssb Bethesda MD 05/2021 Present
University Of Maryland College Park MD 10/2017 01/2021
Withum Smith+Brown Bethesda MD 07/2020 08/2020
Seventy2 Capital Bethesda MD 09/2019 12/2019
University Of Maryland-Smith Business School College Park MD 01/2021 04/2021
Student Silver Spring MD 01/2012 10/2017
  • 05/2021 → Present
    Charles Schwab & Co., Inc.
    Bethesda, MD
  • 05/2021 → Present
    Charles Schwab Bank, Ssb
    Bethesda, MD
  • 10/2017 → 01/2021
    University Of Maryland
    College Park, MD
  • 07/2020 → 08/2020
    Withum Smith+Brown
    Bethesda, MD
  • 09/2019 → 12/2019
    Seventy2 Capital
    Bethesda, MD
  • 01/2021 → 04/2021
    University Of Maryland-Smith Business School
    College Park, MD
  • 01/2012 → 10/2017
    Student
    Silver Spring, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-28
S63 Uniform Securities Agent State Law Examination 2022-04-29
  • S66 Uniform Combined State Law Examination
    2022-11-28
  • S63 Uniform Securities Agent State Law Examination
    2022-04-29
Other Names
  • Rob Boies

View on SEC IAPD

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KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
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