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Susana Martinez

Charles Schwab & Co., Inc.

Schaumburg, IL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-03-10
  • IL RA
    APPROVED
    Since 2023-03-10

Branch Locations

1160 N Plaza Drive, Schaumburg, IL 60173 • 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
Jpmorgan Chase Bank Na Palatine IL 02/2010 09/2016
J.P. Morgan Securities Llc Palatine IL 10/2012 09/2016
Charles Schwab & Co., Inc. Schaumburg IL 11/2022 Present
Jp Morgan Chase Bank Glenview IL 06/2021 09/2022
Jp Morgan Chase Bank Palatine IL 08/2018 06/2021
Jp Morgan Chase Bank Prospect Heights IL 09/2016 08/2018
Charles Schwab Bank, Ssb Schaumburg IL 11/2022 Present
Td Ameritrade Inc. Schaumburg IL 06/2023 06/2024
  • 02/2010 → 09/2016
    Jpmorgan Chase Bank Na
    Palatine, IL
  • 10/2012 → 09/2016
    J.P. Morgan Securities Llc
    Palatine, IL
  • 11/2022 → Present
    Charles Schwab & Co., Inc.
    Schaumburg, IL
  • 06/2021 → 09/2022
    Jp Morgan Chase Bank
    Glenview, IL
  • 08/2018 → 06/2021
    Jp Morgan Chase Bank
    Palatine, IL
  • 09/2016 → 08/2018
    Jp Morgan Chase Bank
    Prospect Heights, IL
  • 11/2022 → Present
    Charles Schwab Bank, Ssb
    Schaumburg, IL
  • 06/2023 → 06/2024
    Td Ameritrade Inc.
    Schaumburg, IL
Other Businesses

S2K, LLC|Investment Related:No|Real Estate (Non-Agent/Broker)|Sole member|2023-05-18|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|NA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-20
S63 Uniform Securities Agent State Law Examination 2010-03-08
  • S66 Uniform Combined State Law Examination
    2023-01-20
  • S63 Uniform Securities Agent State Law Examination
    2010-03-08
Other Names
  • Susana Martinez
  • Susana Mayitza Martinez
  • Susana Mayitza Martinez
  • Susana M Martinez

View on SEC IAPD

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COX FINANCIAL GROUP, LTD.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD EQUITY GROUP, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
MARINER INDEPENDENT
NAVARRO ASSET MANAGEMENT, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC

Other Investors

JOHN HERMAN COX
MICHAEL MYLES HARLAN
GREGORY ALLAN KATZMAN
MICHAEL JUDE MASCIOPINTO
CLAIRE MARIE KENT
Michael E Burdick
GEOFFREY THOMAS WHARTON
PAUL PHILLIP KACZMARCZYK

Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL
CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL
WORLD EQUITY GROUP, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL
MARINER INDEPENDENT · Schaumburg, IL
NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

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