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Preston B Blackman

Charles Schwab & Co., Inc.

New York City, NY

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-22
TX RA APPROVED 2019-01-02
  • NY RA
    APPROVED
    Since 2021-04-22
  • TX RA
    APPROVED
    Since 2019-01-02

Branch Locations

1300 Avenue Of The Americas, New York City, NY 10019 • 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 New York NY 08/2004 02/2018
Strategic Advisors Inc New York NY 11/2004 02/2018
Charles Schwab & Co., Inc. New York City NY 03/2018 Present
Charles Schwab Bank New York City NY 03/2018 Present
  • 08/2004 → 02/2018
    Fidelity Brokerage Services Llc
    New York, NY
  • 11/2004 → 02/2018
    Strategic Advisors Inc
    New York, NY
  • 03/2018 → Present
    Charles Schwab & Co., Inc.
    New York City, NY
  • 03/2018 → Present
    Charles Schwab Bank
    New York City, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-27
S63 Uniform Securities Agent State Law Examination 1993-10-01
  • S66 Uniform Combined State Law Examination
    2003-06-27
  • S63 Uniform Securities Agent State Law Examination
    1993-10-01
Designations
Other Names
  • Preston Blackman
  • Preston Burton Blackman

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY
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CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
GALLAGHER SECURITIES, INC · NEW YORK, NY
GALLAGHER FIDUCIARY ADVISORS, LLC · New York, NY
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