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Daniel Eduardo Matsunaga

Charles Schwab & Co., Inc.

Towson, 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 2023-07-17
DC RA APPROVED 2022-02-18
  • MD RA
    APPROVED
    Since 2023-07-17
  • DC RA
    APPROVED
    Since 2022-02-18

Branch Locations

2 East Joppa Road Suite 110, Towson, MD 21286 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 11/2019 12/2021
Pnc Bank Gaithersburg MD 05/2018 11/2019
Pnc Bank Potomac MD 09/2016 05/2018
Unemployed Potomac MD 12/2015 09/2016
Bank Of America,N.A. Baltimore MD 01/2020 12/2021
Charles Schwab & Co., Inc. Towson MD 01/2022 Present
Charles Schwab Bank, Ssb Washington DC 01/2022 Present
Td Ameritrade Inc. Townson MD 07/2023 06/2024
  • 11/2019 → 12/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Baltimore, MD
  • 05/2018 → 11/2019
    Pnc Bank
    Gaithersburg, MD
  • 09/2016 → 05/2018
    Pnc Bank
    Potomac, MD
  • 12/2015 → 09/2016
    Unemployed
    Potomac, MD
  • 01/2020 → 12/2021
    Bank Of America,N.A.
    Baltimore, MD
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    Towson, MD
  • 01/2022 → Present
    Charles Schwab Bank, Ssb
    Washington, DC
  • 07/2023 → 06/2024
    Td Ameritrade Inc.
    Townson, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-13
  • S66 Uniform Combined State Law Examination
    2020-03-13
Other Names
  • Daniel Eduardo Matsunaga Miniño

View on SEC IAPD

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