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Jack Capewell Lind

Charles Schwab & Co., Inc.

Bridgewater, NJ

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-02-22
  • NJ RA
    APPROVED
    Since 2022-02-22

Branch Locations

610 Commons Way Suite 4340, Bridgewater, NJ 08807 • United States

3000 Schwab Way, Westlake, TX 76262-8104 • 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
Unemployed Colts Neck NJ 12/2015 09/2016
Scottrade, Inc. New Brunswick NJ 09/2016 09/2018
Td Ameritrade, Inc. Edison NJ 02/2018 12/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2022
Charles Schwab & Co., Inc. Bridgewater NJ 12/2022 Present
Charles Schwab Bank, Ssb Bridgewater NJ 11/2023 Present
  • 12/2015 → 09/2016
    Unemployed
    Colts Neck, NJ
  • 09/2016 → 09/2018
    Scottrade, Inc.
    New Brunswick, NJ
  • 02/2018 → 12/2022
    Td Ameritrade, Inc.
    Edison, NJ
  • 02/2018 → 12/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Bridgewater, NJ
  • 11/2023 → Present
    Charles Schwab Bank, Ssb
    Bridgewater, NJ
Previous Registrations
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Edison, NJ
    Bound Brook, NJ
    Bridgewater, NJ
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Edison, NJ
    Bridgewater, NJ
    Omaha, NE
  • 2017-01-26 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2011-10-31 → 2015-12-19
    Morgan Stanley
    Shrewsbury, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-28
S63 Uniform Securities Agent State Law Examination 1993-11-30
  • S66 Uniform Combined State Law Examination
    2011-10-28
  • S63 Uniform Securities Agent State Law Examination
    1993-11-30
Other Names
  • Jack Lind

View on SEC IAPD

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