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Kevin Michael Wing

Charles Schwab & Co., Inc.

St. Petersburg, 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 2018-10-31
  • FL RA
    APPROVED
    Since 2018-10-31

Branch Locations

2831 4Th St. N, St. Petersburg, FL 33704 • 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
T. Rowe Price Tampa FL 10/2012 10/2018
Charles Schwab & Co., Inc. St. Petersburg FL 10/2018 Present
Charles Schwab Bank, Ssb St. Petersburg FL 10/2018 Present
Td Ameritrade St. Petersburg FL 11/2020 06/2024
  • 10/2012 → 10/2018
    T. Rowe Price
    Tampa, FL
  • 10/2018 → Present
    Charles Schwab & Co., Inc.
    St. Petersburg, FL
  • 10/2018 → Present
    Charles Schwab Bank, Ssb
    St. Petersburg, FL
  • 11/2020 → 06/2024
    Td Ameritrade
    St. Petersburg, FL
Previous Registrations
  • 2022-03-31 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
    Orlando, FL
    Orlando, FL
    Tampa, FL
    St. Petersburg, FL
    Sarasota, FL
  • 2013-12-10 → 2018-10-08
    T. Rowe Price Advisory Services, Inc.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-27
  • S66 Uniform Combined State Law Examination
    2013-11-27
Designations
Other Names
  • Kevin M Wing

View on SEC IAPD

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