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Joshua Lichtner

Charles Schwab & Co., Inc.

West Palm Beach, 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 2025-12-19
  • FL RA
    APPROVED
    Since 2025-12-19

Branch Locations

501 S. Flagler Dr, West Palm Beach, FL 33401-5909 • 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
Millers Ale House Orlando FL 01/2022 04/2022
Bahama Breeze Orlando FL 05/2022 05/2024
Enterprise Mobility Coconut Creek FL 05/2024 08/2024
Unemployed Coconut Creek FL 01/2025 03/2025
Full Time Education Coconut Creek FL 01/2015 12/2024
Charles Schwab Bank, Ssb West Palm Beach FL 04/2025 Present
Charles Schwab & Co., Inc West Palm Beach FL 04/2025 Present
  • 01/2022 → 04/2022
    Millers Ale House
    Orlando, FL
  • 05/2022 → 05/2024
    Bahama Breeze
    Orlando, FL
  • 05/2024 → 08/2024
    Enterprise Mobility
    Coconut Creek, FL
  • 01/2025 → 03/2025
    Unemployed
    Coconut Creek, FL
  • 01/2015 → 12/2024
    Full Time Education
    Coconut Creek, FL
  • 04/2025 → Present
    Charles Schwab Bank, Ssb
    West Palm Beach, FL
  • 04/2025 → Present
    Charles Schwab & Co., Inc
    West Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-18
  • S66 Uniform Combined State Law Examination
    2025-12-18

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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