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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 2026-05-15
PA RA APPROVED 2026-05-01
  • NJ RA
    APPROVED
    Since 2026-05-15
  • PA RA
    APPROVED
    Since 2026-05-01

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
Full Time Education Mount Laurel NJ 09/2015 06/2017
Full Time Education Medford NJ 09/2017 06/2021
Full Time Education New Brunswick NJ 08/2021 05/2025
Climit New Brunswick NJ 04/2022 05/2024
Lumberton Township Lumberton NJ 05/2024 08/2024
Unemployed Mount Laurel NJ 06/2025 11/2025
Equitable Advisors Llc Bala Cynwyd PA 11/2025 04/2026
Charles Schwab & Co., Inc. Wayne PA 04/2026 Present
Charles Schwab Bank, Ssb Wayne PA 04/2026 Present
Unemployed Mount Laurel NJ 07/2017 08/2017
Unemployed Mount Laurel NJ 07/2021 07/2021
  • 09/2015 → 06/2017
    Full Time Education
    Mount Laurel, NJ
  • 09/2017 → 06/2021
    Full Time Education
    Medford, NJ
  • 08/2021 → 05/2025
    Full Time Education
    New Brunswick, NJ
  • 04/2022 → 05/2024
    Climit
    New Brunswick, NJ
  • 05/2024 → 08/2024
    Lumberton Township
    Lumberton, NJ
  • 06/2025 → 11/2025
    Unemployed
    Mount Laurel, NJ
  • 11/2025 → 04/2026
    Bala Cynwyd, PA
  • 04/2026 → Present
    Wayne, PA
  • 04/2026 → Present
    Charles Schwab Bank, Ssb
    Wayne, PA
  • 07/2017 → 08/2017
    Unemployed
    Mount Laurel, NJ
  • 07/2021 → 07/2021
    Unemployed
    Mount Laurel, NJ
Previous Registrations
Other Businesses

1) Phi Mu Delta Fraternity Mu Sigma Chapter Alumni Association | Investment Related:No|Nonprofit Charitable Organizations|Treasurer|10/23/2025|Less than 20|0|Manage bank accounts and budgeting for nonprofit alumni association. Prepare plans and structure for alumni donation funding. Participate in occasional planning meetings and events supporting charitable and professional development initiatives for undergraduate students of the Phi Mu Delta Fraternity., 2) Rutgers Alumni Association | Investment Related:No|1 Spring Street|New Brunswick|New Jersey|08901|United States|Nonprofit Charitable Organizations|Vice President of Governance|7/1/2026|Less than 20|0|The Vice Presidents of Government and Membership of the Rutgers Alumni Association serve as key leaders within the organization, assisting in the development and execution of strategic initiatives to engage alumni and enhance the association's mission. These roles involve collaboration with the President, board members, and staff to foster a strong alumni network and support the institution's goals.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-04
  • S66 Uniform Combined State Law Examination
    2025-09-04
Other Names
  • Cameron Jacoby
  • Cameron Michael Jacoby

View on SEC IAPD

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