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Joseph John Tedesco

Charles Schwab & Co., Inc.

Westlake, TX

Fort Myers, 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
TX RA APPROVED 2022-01-10
FL RA APPROVED 2020-01-28
  • TX RA
    APPROVED
    Since 2022-01-10
  • FL RA
    APPROVED
    Since 2020-01-28

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Fort Myers, FL • 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
Charles Schwab Investment Advisory Fort Myers FL 01/2020 11/2022
Charles Schwab Trust Bank, Ssb Fort Myers FL 11/2022 Present
Charles Schwab & Co., Inc. Fort Myers FL 12/2015 Present
  • 01/2020 → 11/2022
    Charles Schwab Investment Advisory
    Fort Myers, FL
  • 11/2022 → Present
    Charles Schwab Trust Bank, Ssb
    Fort Myers, FL
  • 12/2015 → Present
    Charles Schwab & Co., Inc.
    Fort Myers, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-27
S65 Uniform Investment Adviser Law Examination 1996-12-18
S63 Uniform Securities Agent State Law Examination 1996-11-19
  • S66 Uniform Combined State Law Examination
    2020-01-27
  • S65 Uniform Investment Adviser Law Examination
    1996-12-18
  • S63 Uniform Securities Agent State Law Examination
    1996-11-19
Other Names
  • Joseph Tedesco

View on SEC IAPD

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