Jo Laurie Schmeltzer

Current Employers

Employment History

• 05/2011 → 12/2016
  Foothill Securities, Inc.
  Millbrae, CA
• 05/2011 → 12/2017
  Cue Financial Group, Inc.
  Phoenix, AZ
• 05/2011 → 07/2019
  Provident Credit Union
  Redwood City, CA
• 12/2016 → 07/2019
  Securities America, Inc.
  Redwood City, CA
• 07/2019 → 11/2019
  E*Trade Securities Llc
  Cupertino, CA
• 07/2019 → 11/2019
  E*Trade Capital Management, Llc
  Cupertino, CA
• 07/2021 → 12/2022
  Planmember Securities Corporation
  Carpinteria, CA
• 07/2021 → 09/2022
  Employee Benefits Services Group
  Campbell, CA
• 11/2019 → 12/2022
  Na - Student
  San Bruno, CA
• 10/2021 → 05/2022
  Robert Half International
  San Ramon, CA
• 08/2022 → 10/2022
  Malin Group
  Burlingame, CA
• 09/2022 → Present
  Brg Realty
  San Jose, CA
• 12/2022 → 03/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 12/2022 → 03/2023
  Cetera Investment Advisers Llc
  San Jose, CA
• 12/2022 → 03/2023
  Meriwest Wealth Advisors
  San Jose, CA
• 05/2023 → 11/2024
  Pruco Securities Llc
  San Jose, CA
• 01/2023 → Present
  St Clair Law
  Redondo Beach, CA
• 07/2023 → Present
  The Prudential Insurance Company Of America
  San Jose, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  San Jose, CA

Previous Registrations

• 2023-06-16 → 2024-11-14
  Pruco Securities, Llc.
  San Jose, CA
  San Mateo, CA
• 2022-12-12 → 2023-03-20
  Cetera Investment Advisers Llc
  San Jose, CA
• 2021-07-27 → 2022-12-08
  Planmember Securities Corporation
  Carpinteria, CA
  Campbell, CA
• 2019-07-22 → 2019-12-16
  Harrisdirect Llc
  Cupertino, CA
  Arlington, VA
• 2013-05-22 → 2017-12-31
  Cue Financial Group, Inc.
  Scottsdale, AZ
• 2010-10-20 → 2011-05-24
  Woodbury Financial Services, Inc.
  San Francisco, CA
• 2006-05-10 → 2010-09-24
  Cuso Financial Services, L.P.
  Fremont, CA
  Milpitas, CA
  San Jose, CA
  San Mateo, CA
  Redwood City, CA
  Fremont, CA
  Santa Clara, CA
  Santa Cruz, CA

Other Businesses

1) 11/06/2024- BRG Realty- Realtor or referral agent License #: 01178856- Mortgage/Real Estate Services- INV Related- San Jose, CA- Start Date 09/01/2022- 0hrs/mth- 0hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2003-09-30
• S63 Uniform Securities Agent State Law Examination
  1995-06-09

Other Names

• Jo Laurie Schmeltzer
• Jolaurie Schmeltzer
• Jo Laurie Schmeltzer