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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 2022-03-23
  • FL RA
    APPROVED
    Since 2022-03-23

Branch Locations

633 N Orlando Ave., Winter Park, FL 32789 • 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
Bank Of America, N.A. Delray Beach FL 04/2016 07/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 04/2016 07/2017
Td Ameritrade, Inc. Altamonte Springs FL 10/2017 12/2022
Charles Schwab & Co., Inc. Winter Park FL 12/2022 Present
Charles Schwab Bank, Ssb Winter Park FL 11/2023 Present
Previous Registrations
  • 2017-11-09 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Altamonte Springs, FL
    Winter Park, FL
  • 2017-11-06 → 2022-10-14
    Td Ameritrade, Inc.
    Winter Park, FL
  • 2016-04-25 → 2017-07-20
    Delray Beach, FL
    Delray Beach, FL
  • 2012-11-27 → 2016-03-23
    West Palm Beach, FL
    Lake Worth, FL
    Lake Worth, FL
    West Palm Beach, FL
    Palm Springs, FL
    West Palm Beach, FL
    Lake Worth, FL
    Wellington, FL
    Lake Worth, FL
    Lantana, FL
Other Businesses

1) DGA Property Solutions LLC | Investment Related:No|530 fitzwilliam way |orlando|Florida|32828|USA|Real Estate (Non-Agent/Broker)|sole member of the LLC|12/11/2020|Less than 20|0.000000|locating properties to invest in for the purpose renovating and renting out or reselling at a profit.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-19
S63 Uniform Securities Agent State Law Examination 2009-07-30
  • S65 Uniform Investment Adviser Law Examination
    2012-11-19
  • S63 Uniform Securities Agent State Law Examination
    2009-07-30
Other Names
  • Danielle Andie Stanhope

View on SEC IAPD

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