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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-30
  • VA RA
    APPROVED
    Since 2022-01-30

Branch Locations

1920 Ballenger Ave Suite 120, Alexandria, VA 22314-6818 • 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
Wells Fargo Bank Na Burke VA 08/2013 09/2018
Wells Fargo Advisors, Llc. Burke VA 08/2013 11/2016
Wells Fargo Clearing Services, Llc Burke VA 11/2016 09/2018
Td Ameritrade Reston VA 07/2019 12/2022
Ama Llc Mclean VA 09/2018 07/2019
Charles Schwab And Co., Inc. Reston VA 12/2022 Present
Charles Schwab Bank Ssb Reston VA 07/2024 Present
  • 08/2013 → 09/2018
    Wells Fargo Bank Na
    Burke, VA
  • 08/2013 → 11/2016
    Wells Fargo Advisors, Llc.
    Burke, VA
  • 11/2016 → 09/2018
    Burke, VA
  • 07/2019 → 12/2022
    Td Ameritrade
    Reston, VA
  • 09/2018 → 07/2019
    Ama Llc
    Mclean, VA
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Reston, VA
  • 07/2024 → Present
    Charles Schwab Bank Ssb
    Reston, VA
Previous Registrations
  • 2019-07-19 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Reston, VA
    Alexandria, VA
  • 2019-07-17 → 2022-10-14
    Td Ameritrade, Inc.
    Reston, VA
    Alexandria, VA
  • 2013-08-15 → 2018-10-02
    Burke, VA
    Mclean, VA
    Mclean, VA
  • 2012-04-30 → 2013-08-02
    Arlington, VA
    Arlington, VA
    Vienna, VA
  • 2011-02-09 → 2011-06-17
    Falls Church, VA
Other Businesses

Vitalis Ventures LLC|Investment Related:No|13546 Darter Ct;Clifton;VA;20124;USA|Real Estate (Non-Agent/Broker)|Landlord|2023-02-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I am requesting permission to rent out a second property we own. I will probably check on the property semiannually per the lease agreement. This is the entire extent of my involvement with this activity. The property is listed under an LLC I had already established to limit any potential personal liability.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-08
  • S66 Uniform Combined State Law Examination
    2011-02-08
Other Names
  • Andres M Vitalis
  • Andres Miguel Vitalis
  • Andy M Vitalis

View on SEC IAPD

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