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Barry Allen Linder

Charles Schwab & Co., Inc.

Miamisburg, OH

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-01-27
  • OH RA
    APPROVED
    Since 2022-01-27

Branch Locations

9668 N. Springboro Pike, Miamisburg, OH 45342-5077 • 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
Scottsdale Securities, Inc. Dayton OH 01/1995 02/2018
Td Ameritrade, Inc. Dayton OH 02/2018 12/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2022
Charles Schwab And Co., Inc. Miamisburg OH 12/2022 Present
Charles Schwab Bank, Ssb Miamisburg OH 11/2023 Present
  • 01/1995 → 02/2018
    Scottsdale Securities, Inc.
    Dayton, OH
  • 02/2018 → 12/2022
    Td Ameritrade, Inc.
    Dayton, OH
  • 02/2018 → 12/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Miamisburg, OH
  • 11/2023 → Present
    Charles Schwab Bank, Ssb
    Miamisburg, OH
Previous Registrations
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Dayton, OH
    Miamisburg, OH
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Miamisburg, OH
    Omaha, NE
  • 2017-02-06 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-06
S63 Uniform Securities Agent State Law Examination 1990-10-31
  • S66 Uniform Combined State Law Examination
    2017-02-06
  • S63 Uniform Securities Agent State Law Examination
    1990-10-31
Other Names
  • Barry Linder

View on SEC IAPD

Other Firms

SUMMIT FINANCIAL, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EVERHART ADVISORS
W&S BROKERAGE SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

JOSEPH SAMUEL ZAIDAIN
LAKSHYA ARORA
JOSEPH CARL FISHER
JONATHAN PAUL HLAVAC
LISA A BLOCK
DUANE JERROD GILLMAN
JAMES ROBERT ST.PIERRE
Wesley Gooding

Other Offices

SUMMIT FINANCIAL, LLC · MIAMISBURG, OH
EAGLE STRATEGIES LLC · MIAMISBURG, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · West Carrollton, OH
EVERHART ADVISORS · Miamisburg, OH
W&S BROKERAGE SERVICES, INC. · Miamisburg, OH
FIFTH THIRD SECURITIES, INC. · MIAMISBURG, OH
EDWARD JONES · WEST CARROLLTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Dayton, OH

More in Miamisburg, OH

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