Lisa Menendez

Winter Park, FL

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-03-28

FL RA
APPROVED

Since 2024-03-28

Branch Locations

Winter Park, FL • United States

12555 Manchester Road, St. Louis, MO 63131 • 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
Charles Schwab & Co., Inc.	Orlando	FL	03/2008	10/2019
Robinhood Financial, Llc	Lake Mary	FL	10/2019	06/2020
Charles Schwab & Co., Inc.	Orlando	FL	06/2020	01/2024
Edward Jones	St. Louis	MO	03/2024	Present

03/2008 → 10/2019

Charles Schwab & Co., Inc.

Orlando, FL
10/2019 → 06/2020

Robinhood Financial, Llc

Lake Mary, FL
06/2020 → 01/2024

Charles Schwab & Co., Inc.

Orlando, FL
03/2024 → Present

Edward Jones

St. Louis, MO

Previous Registrations

2020-06-29 → 2024-01-08

Schwab Wealth Advisory, Inc.

Orlando, FL
2008-07-18 → 2019-10-25

Charles Schwab & Co., Inc.

Orlando, FL

Orlando, FL

Winter Park, FL
2007-09-18 → 2008-01-25

Morgan Stanley & Co. Llc

Winter Park, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-09-14
S63	Uniform Securities Agent State Law Examination	1993-10-18

S66 Uniform Combined State Law Examination

2007-09-14
S63 Uniform Securities Agent State Law Examination

1993-10-18

Other Names

Lisa Menendez Geffert
Lisa Menendez
Lisa Menendez Stovall

View on SEC IAPD

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