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Mark Douglas Hamilton

Charles Schwab & Co., Inc.

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-21
  • FL RA
    APPROVED
    Since 2025-05-21

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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
Franklin Templeton Distributors, Inc. St. Petersburg FL 07/2018 06/2022
New York Life Tampa FL 05/2009 06/2018
Morgan Stanley/E*Trade Tampa FL 06/2022 12/2023
Edward Jones St. Louis MO 03/2024 03/2025
Unemployed Tampa FL 12/2023 03/2024
Charles Schwab Bank Ssb Orlando FL 03/2025 Present
Charles Schwab & Co., Inc. Orlando FL 03/2025 Present
  • 07/2018 → 06/2022
    Franklin Templeton Distributors, Inc.
    St. Petersburg, FL
  • 05/2009 → 06/2018
    New York Life
    Tampa, FL
  • 06/2022 → 12/2023
    Morgan Stanley/E*Trade
    Tampa, FL
  • 03/2024 → 03/2025
    Edward Jones
    St. Louis, MO
  • 12/2023 → 03/2024
    Unemployed
    Tampa, FL
  • 03/2025 → Present
    Charles Schwab Bank Ssb
    Orlando, FL
  • 03/2025 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
Previous Registrations
  • 2024-03-04 → 2025-03-10
    Edward Jones
    Lutz, FL
  • 2023-09-05 → 2023-12-22
    Morgan Stanley
    Tampa, FL
  • 2022-08-11 → 2023-09-05
    Harrisdirect Llc
    Temple Terrace, FL
    Arlington, VA
  • 2003-07-14 → 2006-01-11
    Ameriprise Advisor Services, Inc.
    Bayonet Point, FL
  • 2001-05-07 → 2002-11-18
    Prudential Equity Group, Llc
    Clearwater, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-10-05
S65 Uniform Investment Adviser Law Examination 1997-01-06
  • S63 Uniform Securities Agent State Law Examination
    2018-10-05
  • S65 Uniform Investment Adviser Law Examination
    1997-01-06
Designations
Other Names
  • Mark Douglas Hamilton
  • Mark D Hamilton
  • Mark Hamilton

View on SEC IAPD

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