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Kevin Todd Dichillo

Charles Schwab & Co., Inc.

Sarasota, 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 2023-02-28
CA RA APPROVED 2022-01-26
  • FL RA
    APPROVED
    Since 2023-02-28
  • CA RA
    APPROVED
    Since 2022-01-26

Branch Locations

100 University Town Center Drive, Sarasota, FL 34243 • 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
Merrill Lynch, Pierce, Fenner & Smith Inc Huntington Beach CA 10/2015 11/2016
Bank Of America, N.A. Huntington Beach CA 10/2015 11/2016
Td Ameritrade Santa Monica CA 11/2016 12/2022
Charles Schwab And Co., Inc. Sarasota FL 12/2022 Present
Charles Schwab Bank, Ssb Sarasota FL 11/2023 Present
  • 10/2015 → 11/2016
    Merrill Lynch, Pierce, Fenner & Smith Inc
    Huntington Beach, CA
  • 10/2015 → 11/2016
    Bank Of America, N.A.
    Huntington Beach, CA
  • 11/2016 → 12/2022
    Td Ameritrade
    Santa Monica, CA
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Sarasota, FL
  • 11/2023 → Present
    Charles Schwab Bank, Ssb
    Sarasota, FL
Previous Registrations
  • 2016-12-09 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Santa Monica, CA
    Sarasota, FL
  • 2016-12-09 → 2022-10-14
    Td Ameritrade, Inc.
    Los Angeles, CA
    Sarasota, FL
  • 2015-11-13 → 2016-11-21
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Huntington Beach, CA
    Irvine, CA
  • 2013-05-09 → 2015-10-30
    Osaic Wealth, Inc.
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-29
S63 Uniform Securities Agent State Law Examination 2006-05-01
  • S66 Uniform Combined State Law Examination
    2013-01-29
  • S63 Uniform Securities Agent State Law Examination
    2006-05-01

View on SEC IAPD

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