Aaron Lin

Charles Schwab & Co., Inc.

Garden City, NY

Forest Hills, NY

Claim This Profile

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-01-26

NY RA
APPROVED

Since 2022-01-26

Branch Locations

600 Old Country Road, Garden City, NY 11530-2045 • United States

72-19 Austin St Ground Floor, Forest Hills, NY 11375 • 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

Organization	City	State	From	To
Scottrade, Inc.	Hoboken	NJ	12/2013	09/2018
Td Ameritrade, Inc.	New York	NY	02/2018	12/2022
Td Ameritrade Investment Management, Llc	Omaha	NE	02/2018	12/2022
Charles Schwab And Co., Inc.	Forest Hills	NY	12/2022	Present
Charles Schwab Bank Ssb	Forest Hills	NY	11/2023	Present

12/2013 → 09/2018

Scottrade, Inc.

Hoboken, NJ
02/2018 → 12/2022

Td Ameritrade, Inc.

New York, NY
02/2018 → 12/2022

Td Ameritrade Investment Management, Llc

Omaha, NE
12/2022 → Present

Charles Schwab And Co., Inc.

Forest Hills, NY
11/2023 → Present

Charles Schwab Bank Ssb

Forest Hills, NY

Previous Registrations

2018-02-26 → 2023-09-07

Td Ameritrade Investment Management, Llc

Omaha, NE

New York, NY

New York, NY

New York, NY

Brooklyn, NY
2018-02-27 → 2022-10-14

Td Ameritrade, Inc.

New York, NY

New York, NY

New York, NY

Brooklyn, NY

Omaha, NE
2017-03-29 → 2018-02-26

Scottrade Investment Management

Saint Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-01-02

S66 Uniform Combined State Law Examination

2008-01-02

Other Names

Jian Yi Lin

View on SEC IAPD

More in Garden City, NY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor