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William Perry Marshall

Charles Schwab & Co., Inc.

Clayton, MO

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-07-05
IL RA APPROVED 2022-01-26
  • MO RA
    APPROVED
    Since 2023-07-05
  • IL RA
    APPROVED
    Since 2022-01-26

Branch Locations

8455 Maryland Avenue Suite 100, Clayton, MO 63105-3646 • 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 Edwardsville IL 09/2014 09/2018
Td Ameritrade, Inc. Edwardsville IL 02/2018 12/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2022
Charles Schwab & Co., Inc. Clayton MO 12/2022 Present
Charles Schwab Bank, Ssb Clayton MO 12/2022 Present
  • 09/2014 → 09/2018
    Scottrade
    Edwardsville, IL
  • 02/2018 → 12/2022
    Td Ameritrade, Inc.
    Edwardsville, IL
  • 02/2018 → 12/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Clayton, MO
  • 12/2022 → Present
    Charles Schwab Bank, Ssb
    Clayton, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-11
  • S66 Uniform Combined State Law Examination
    2009-12-11
Other Names
  • William Marshall
  • Bo Marshall
  • William Perry Marshall

View on SEC IAPD

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