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Richard Aldrich Armellini

Charles Schwab & Co., Inc.

San Francisco, CA

San Francisco, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-01-29
  • CA RA
    APPROVED
    Since 2014-01-29

Branch Locations

200 California Street Floor 01, San Francisco, CA 94111-4344 • United States

425 Market Street Floor 17, San Francisco, CA 94105 • 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
Charles Schwab & Co., Inc. San Francisco CA 01/2014 Present
Charles Schwab Bank, Ssb San Francisco CA 01/2014 Present
Td Ameritrade, Inc. San Francisco CA 02/2022 06/2024
  • 01/2014 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 01/2014 → Present
    Charles Schwab Bank, Ssb
    San Francisco, CA
  • 02/2022 → 06/2024
    Td Ameritrade, Inc.
    San Francisco, CA
Previous Registrations
  • 2022-02-25 → 2022-10-14
    Td Ameritrade, Inc.
    San Francisco, CA
    Omaha, NE
    San Francisco, CA
    San Francisco, CA
  • 2002-07-02 → 2014-01-03
    Strategic Advisers Llc
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-07
S63 Uniform Securities Agent State Law Examination 1990-01-26
  • S65 Uniform Investment Adviser Law Examination
    1997-10-07
  • S63 Uniform Securities Agent State Law Examination
    1990-01-26

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA
YIHENG CAPITAL MANAGEMENT, L.P. · SAN FRANCISCO, CA

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