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James Edward Snyder

Charles Schwab & Co., Inc.

Marlton, NJ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-03-14
  • NJ RA
    APPROVED
    Since 2022-03-14

Branch Locations

300 Route 73 Suite D, Marlton, NJ 08053 • 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
Td Ameritrade Inc Marlton NJ 09/2008 12/2022
Charles Schwab And Co., Inc. Marlton NJ 12/2022 Present
Charles Schwab Bank, Ssb Marlton NJ 11/2023 Present
  • 09/2008 → 12/2022
    Td Ameritrade Inc
    Marlton, NJ
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Marlton, NJ
  • 11/2023 → Present
    Charles Schwab Bank, Ssb
    Marlton, NJ
Previous Registrations
  • 2008-09-29 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Marlton, NJ
    Marlton, NJ
    Marlton, NJ
    West Marlton, NJ
  • 2008-09-29 → 2022-10-14
    Td Ameritrade, Inc.
    Marlton, NJ
    Marlton, NJ
    West Marlton, NJ
    Omaha, NE
  • 2005-09-27 → 2008-07-18
    Ameriprise Financial Services, Llc
    Conshohocken, PA
    Voorhees, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-26
  • S66 Uniform Combined State Law Examination
    2005-09-26

View on SEC IAPD

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CITIZENS SECURITIES, INC.
MORGAN STANLEY
M FINANCIAL PLANNING SERVICES, INC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

ALLISON TAYLOR CASEY
Douglass F Ergood, Jr
PAUL D WAMPLER
John Thomas Franchi
TREVOR CHARLES WAMPLER
DOUGLASS F ERGOOD
Frank Charles Midili
Jason McEvoy

Other Offices

JANNEY MONTGOMERY SCOTT LLC · MARLTON, NJ
LINCOLN INVESTMENT · MARLTON, NJ
WELLS FARGO CLEARING SERVICES, LLC · MARLTON, NJ
CITIZENS SECURITIES, INC. · MARLTON, NJ
MORGAN STANLEY · Marlton, NJ
M FINANCIAL PLANNING SERVICES, INC · MARLTON, NJ
LPL FINANCIAL LLC · MARLTON, NJ
OSAIC WEALTH, INC. · MARLTON, NJ

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