Thomas Verdeschi

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-12-19

NY RA
APPROVED

Since 2025-12-19

Branch Locations

77 South Moger Ave, Mt Kisco, NY 10549 • 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

Organization	City	State	From	To
Full Time Education	Cross River	NY	09/2016	06/2017
Unemployed	Katonah	NY	08/2019	05/2021
Glen Arbor Country Club	Bedford Hills	NY	06/2021	07/2022
Full Time Education	Poughkeepsie	NY	09/2022	05/2025
Charles Schwab & Co., Inc.	Mt Kisco	NY	07/2025	Present
Katonah Memorial Park Pool Snack Bar	Katonah	NY	06/2017	09/2017
Full Time Education	Cross River	NY	09/2017	06/2018
Katonah Memorial Park Pool Snack Bar	Katonah	NY	06/2018	09/2018
Full Time Education	Cross River	NY	09/2018	06/2019

09/2016 → 06/2017

Full Time Education

Cross River, NY
08/2019 → 05/2021

Unemployed

Katonah, NY
06/2021 → 07/2022

Glen Arbor Country Club

Bedford Hills, NY
09/2022 → 05/2025

Full Time Education

Poughkeepsie, NY
07/2025 → Present

Charles Schwab & Co., Inc.

Mt Kisco, NY
06/2017 → 09/2017

Katonah Memorial Park Pool Snack Bar

Katonah, NY
09/2017 → 06/2018

Full Time Education

Cross River, NY
06/2018 → 09/2018

Katonah Memorial Park Pool Snack Bar

Katonah, NY
09/2018 → 06/2019

Full Time Education

Cross River, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-24

S66 Uniform Combined State Law Examination

2025-10-24

View on SEC IAPD

Other Firms

KEY INVESTMENT SERVICES LLC

J.P. MORGAN SECURITIES LLC

INTERSTATE FINANCIAL GROUP, INC.

DSM CAPITAL PARTNERS

OSAIC WEALTH, INC.

CLARITY INVESTMENTS + PLANNING LLC

KESTRA ADVISORY SERVICES, LLC

Other Investors

Michael Paul Montaldo

Anthony Joseph Viviano

JOHN MADISON ROTH

Michael Robert Ceccherelli

Other Offices

CHARLES SCHWAB & CO., INC. · MOUNT KISCO, NY

KEY INVESTMENT SERVICES LLC · MT. KISCO, NY

J.P. MORGAN SECURITIES LLC · Mount Kisco, NY

J.P. MORGAN SECURITIES LLC · MOUNT KISCO, NY

INTERSTATE FINANCIAL GROUP, INC. · MT. KISCO, NY

EDWARD JONES · MT KISCO, NY

DSM CAPITAL PARTNERS · MOUNT KISCO, NY

OSAIC WEALTH, INC. · MOUNT KISCO, NY

More in Mt Kisco, NY

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