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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 2025-05-27
  • FL RA
    APPROVED
    Since 2025-05-27

Branch Locations

5295 Tamiami Trail North, Naples, FL 34103 • 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
Education Astoria NY 12/2014 05/2021
Jersey Mike's Subs Portland OR 06/2021 11/2024
Nw Event Management Group Hillsboro OR 12/2023 12/2024
Tarascio Financial Planning Scottsdale AZ 03/2024 07/2024
Portland Catering Company Portland OR 03/2024 12/2024
Charles Schwab & Co., Inc. Naples FL 01/2025 Present
Charles Schwab Bank, Ssb Naples FL 01/2025 Present
  • 12/2014 → 05/2021
    Education
    Astoria, NY
  • 06/2021 → 11/2024
    Jersey Mike's Subs
    Portland, OR
  • 12/2023 → 12/2024
    Nw Event Management Group
    Hillsboro, OR
  • 03/2024 → 07/2024
    Tarascio Financial Planning
    Scottsdale, AZ
  • 03/2024 → 12/2024
    Portland Catering Company
    Portland, OR
  • 01/2025 → Present
    Naples, FL
  • 01/2025 → Present
    Charles Schwab Bank, Ssb
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-23
  • S66 Uniform Combined State Law Examination
    2025-05-23
Other Names
  • Silas Hofmann

View on SEC IAPD

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