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Staci Smith

Charles Schwab & Co., Inc.

Henderson, NV

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-04-06
  • NV RA
    APPROVED
    Since 2026-04-06

Branch Locations

2360 Corporate Circle, Henderson, NV 89074 • 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
Fidelity Brokerage Services Llc Henderson NV 05/2003 09/2019
Robinhood Financial, Llc Tempe AZ 10/2020 07/2021
Unemployed Henderson NV 10/2019 09/2020
Robinhood Financial, Llc Tempe AZ 07/2021 08/2022
J.P. Morgan Securities Llc Tempe AZ 11/2022 03/2026
Jpmorgan Chase Bank, N.A. Tempe AZ 11/2022 03/2026
Strategic Advisers Llc Henderson NV 05/2003 07/2018
Charles Schwab Trust Company Of Delaware Henderson NV 03/2026 Present
Charles Schwab & Co., Inc. Henderson NV 03/2026 Present
Charles Schwab Bank, Ssb Henderson NV 03/2026 Present
Charles Schwab Trust Company Henderson NV 03/2026 Present
  • 05/2003 → 09/2019
    Fidelity Brokerage Services Llc
    Henderson, NV
  • 10/2020 → 07/2021
    Robinhood Financial, Llc
    Tempe, AZ
  • 10/2019 → 09/2020
    Unemployed
    Henderson, NV
  • 07/2021 → 08/2022
    Robinhood Financial, Llc
    Tempe, AZ
  • 11/2022 → 03/2026
    J.P. Morgan Securities Llc
    Tempe, AZ
  • 11/2022 → 03/2026
    Jpmorgan Chase Bank, N.A.
    Tempe, AZ
  • 05/2003 → 07/2018
    Strategic Advisers Llc
    Henderson, NV
  • 03/2026 → Present
    Charles Schwab Trust Company Of Delaware
    Henderson, NV
  • 03/2026 → Present
    Charles Schwab & Co., Inc.
    Henderson, NV
  • 03/2026 → Present
    Charles Schwab Bank, Ssb
    Henderson, NV
  • 03/2026 → Present
    Charles Schwab Trust Company
    Henderson, NV
Previous Registrations
  • 2023-01-01 → 2026-03-23
    J.P. Morgan Securities Llc
    Tempe, AZ
    Tempe, AZ
    Tempe, AZ
    Tempe, AZ
    Tempe, AZ
    Henderson, NV
  • 2018-07-13 → 2019-10-01
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2003-09-22 → 2018-07-13
    Strategic Advisers Llc
    Henderson, NV
    Henderson, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-29
S63 Uniform Securities Agent State Law Examination 1994-03-29
  • S66 Uniform Combined State Law Examination
    2022-12-29
  • S63 Uniform Securities Agent State Law Examination
    1994-03-29
Other Names
  • Staci Meckler
  • Staci Helene Meckler
  • Staci Smith
  • Staci Helene Smith
  • Staci H Smith

View on SEC IAPD

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FOUNDATIONS INVESTMENT ADVISORS LLC
THE WEALTH CONSULTING GROUP
THRIVE WISE WEALTH
HIGHTOWER ADVISORS, LLC

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Other Offices

EDWARD JONES · HENDERSON, NV
J.P. MORGAN SECURITIES LLC · HENDERSON, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HENDERSON, NV
WELLS FARGO CLEARING SERVICES, LLC · HENDERSON, NV
FOUNDATIONS INVESTMENT ADVISORS LLC · HENDERSON, NV
THE WEALTH CONSULTING GROUP · Henderson, NV
THRIVE WISE WEALTH · HENDERSON, NV
HIGHTOWER ADVISORS, LLC · Henderson, NV

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