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Evan Geffroy

Charles Schwab & Co., Inc.

Orlando, 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 2026-05-01
  • FL RA
    APPROVED
    Since 2026-05-01

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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
Full Time Education College Station TX 08/2022 12/2025
Charles Schwab Westlake TX 06/2025 08/2025
Unemployed Allen TX 01/2016 08/2022
Charles Schwab & Co., Inc. Orlando FL 01/2026 Present
  • 08/2022 → 12/2025
    Full Time Education
    College Station, TX
  • 06/2025 → 08/2025
    Charles Schwab
    Westlake, TX
  • 01/2016 → 08/2022
    Unemployed
    Allen, TX
  • 01/2026 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-24
  • S66 Uniform Combined State Law Examination
    2026-04-24

View on SEC IAPD

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