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Jonathan Ryan Mefford

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 2022-04-22
TX RA APPROVED 2015-03-19
  • FL RA
    APPROVED
    Since 2022-04-22
  • TX RA
    APPROVED
    Since 2015-03-19

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
Charles Schwab & Co., Inc. Tampa FL 03/2015 Present
Charles Schwab Bank Ssb Tampa FL 03/2015 Present
Previous Registrations
  • 2010-04-29 → 2015-03-04
    Td Ameritrade, Inc.
    Westlake, TX
    San Diego, CA
  • 2010-04-29 → 2015-03-04
    Td Ameritrade Investment Management, Llc
    Ft Worth, TX
    San Diego, CA
  • 2008-06-27 → 2010-04-20
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-18
  • S66 Uniform Combined State Law Examination
    2022-04-18
Other Names
  • Jonathan Mefford

View on SEC IAPD

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