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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-10
NY RA APPROVED 2026-06-03
  • TX RA
    APPROVED
    Since 2026-07-10
  • NY RA
    APPROVED
    Since 2026-06-03

Branch Locations

1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • 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
Bankonbuffalo Victor NY 10/2025 03/2026
Alliance Door And Hardware Inc. Rochester NY 01/2021 10/2025
West Herr Rochester NY 06/2023 08/2023
Wegmans Food Markets Webster NY 02/2019 10/2021
Unemployed Webster NY 04/2016 02/2019
Charles Schwab & Co., Inc. Pittsford NY 04/2026 Present
Charles Schwab Bank, Ssb Pittsford NY 04/2026 Present
  • 10/2025 → 03/2026
    Bankonbuffalo
    Victor, NY
  • 01/2021 → 10/2025
    Alliance Door And Hardware Inc.
    Rochester, NY
  • 06/2023 → 08/2023
    West Herr
    Rochester, NY
  • 02/2019 → 10/2021
    Wegmans Food Markets
    Webster, NY
  • 04/2016 → 02/2019
    Unemployed
    Webster, NY
  • 04/2026 → Present
    Pittsford, NY
  • 04/2026 → Present
    Charles Schwab Bank, Ssb
    Pittsford, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-03
  • S66 Uniform Combined State Law Examination
    2026-06-03

View on SEC IAPD

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