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Shelly R Cortina

Charles Schwab & Co., Inc.

Pittsford, 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
CA RA APPROVED 2016-10-11
  • NY RA
    APPROVED
    Since 2021-04-22
  • CA RA
    APPROVED
    Since 2016-10-11

Branch Locations

1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • 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 & Co., Inc Pittsford NY 08/2016 Present
Charles Schwab Bank Pittsford NY 08/2016 Present
Previous Registrations
  • 2014-11-14 → 2016-08-05
    Strategic Advisers Llc
    Rochester, NY
  • 2011-03-11 → 2012-12-11
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-31
  • S66 Uniform Combined State Law Examination
    2006-01-31
Other Names
  • Shelly Achille
  • Shelly Rene Achille
  • Shelly Rene Cortina

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY
OSAIC WEALTH, INC. · Pittsford, NY

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