Isaac Voltoline

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-08

FL RA
APPROVED

Since 2026-06-08

Branch Locations

28200 Us Highway 19 North Suite A, Clearwater, FL 33761-2622 • 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
Moderntetra	Clearwater	FL	01/2021	Present
City Of St. Petersburg	St. Petersburg	FL	05/2024	09/2025
Haddad Dealerships	Pittsfield	MA	08/2021	09/2023
Full Time Education	Westfield	MA	09/2017	05/2021
Full Time Education	Dalton	MA	09/2013	06/2017
Charles Schwab & Co., Inc.	Clearwater	FL	09/2025	Present
Charles Schwab Bank	Clearwater	FL	09/2025	Present

01/2021 → Present

Moderntetra

Clearwater, FL
05/2024 → 09/2025

City Of St. Petersburg

St. Petersburg, FL
08/2021 → 09/2023

Haddad Dealerships

Pittsfield, MA
09/2017 → 05/2021

Full Time Education

Westfield, MA
09/2013 → 06/2017

Full Time Education

Dalton, MA
09/2025 → Present

Charles Schwab & Co., Inc.

Clearwater, FL
09/2025 → Present

Charles Schwab Bank

Clearwater, FL

Other Businesses

1) ModernTetra LLC | Investment Related:No||Retail|Owner|2021-07-22||1|Online retail. The products are general merchandise and mostly consists of dry grocery products and beauty supplies.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-04

S66 Uniform Combined State Law Examination

2026-06-04

View on SEC IAPD

Current Employers

Charles Schwab & Co., Inc.

Disclosures

Employment History

Other Businesses

Exams

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