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Patrick Aloysius White

Charles Schwab & Co., Inc.

Yardley, PA

Wayne, PA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-26
  • PA RA
    APPROVED
    Since 2022-01-26

Branch Locations

1030 Stony Hill Rd Unit 1, Yardley, PA 19067-5500 • United States

200 West Lancaster Ave, Wayne, PA 19087-4046 • 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
Scottrade, Inc. Princeton NJ 02/2009 09/2018
Td Ameritrade, Inc. Langhorne PA 02/2018 12/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2022
Charles Schwab & Co., Inc. Yardley PA 12/2022 Present
Charles Schwab Bank, Ssb Yardley PA 11/2023 Present
  • 02/2009 → 09/2018
    Scottrade, Inc.
    Princeton, NJ
  • 02/2018 → 12/2022
    Td Ameritrade, Inc.
    Langhorne, PA
  • 02/2018 → 12/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Yardley, PA
  • 11/2023 → Present
    Charles Schwab Bank, Ssb
    Yardley, PA
Previous Registrations
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Langhorne, PA
    Yardley, PA
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Yardley, PA
    Omaha, NE
  • 2016-11-29 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2008-09-16 → 2008-10-03
    Equitable Advisors, Llc
    Bala Cynwyd, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-15
  • S66 Uniform Combined State Law Examination
    2008-09-15

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Yardley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
VENTURA WEALTH MANAGEMENT · YARDLEY, PA
LPL FINANCIAL LLC · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
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