Geoffrey Flanders

Charles Schwab & Co., Inc.

Claim This Profile

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-05-23

MD RA
APPROVED

Since 2025-05-23

Branch Locations

2 East Joppa Road Suite 110, Towson, MD 21286 • 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

Organization	City	State	From	To
T. Rowe Price	Owings Mills	MD	01/2012	11/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lutherville Timonium	MD	12/2018	05/2021
Bank Of America, N.A.	Lutherville Timonium	MD	12/2018	05/2021
Nationwide Investment Services Inc	Columbus	OH	06/2021	05/2025
Charles Schwab & Co., Inc.	Towson	MD	05/2025	Present
Charles Schwab Bank, Ssb	Towson	MD	05/2025	Present

01/2012 → 11/2018

T. Rowe Price

Owings Mills, MD
12/2018 → 05/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lutherville Timonium, MD
12/2018 → 05/2021

Bank Of America, N.A.

Lutherville Timonium, MD
06/2021 → 05/2025

Nationwide Investment Services Inc

Columbus, OH
05/2025 → Present

Charles Schwab & Co., Inc.

Towson, MD
05/2025 → Present

Charles Schwab Bank, Ssb

Towson, MD

Previous Registrations

2021-06-21 → 2025-05-22

Nationwide Investment Advisors, Llc

Columbus, OH
2018-12-19 → 2021-06-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lutherville, MD

Lutherville, MD

Hunt Valley, MD

Lutherville, MD

Columbia, MD

Bel Air, MD

Lutherville, MD
2014-03-13 → 2018-12-03

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-11

S66 Uniform Combined State Law Examination

2014-03-11

Designations

Other Names

Geoffrey Adam Flanders
Geoffrey Flanders

View on SEC IAPD

Other Firms

SFG WEALTH MANAGEMENT

LPL FINANCIAL LLC

BASE MANAGEMENT CO

CAPITAL ADVISOR MANAGEMENT

FINANCIAL COUNCIL, LLC

SCHIFF WEALTH ADVISORS, LLC

DYER FINANCIAL ADVISORY

LEGACY FINANCIAL ADVISORS

Other Investors

TIMOTHY WILLIAM CARNE

WILLIAM JUDSON SOKOL

MICHAEL LOYD CRABB

WILLIAM ROBERT SWARTZ

ERIC WILLIAM HART

GEORGE RAY VAN DYKE

GREGORY CHARLES VERMEULEN

LAWRENCE NELSON LEITCH

Other Offices

SFG WEALTH MANAGEMENT · TOWSON, MD

LPL FINANCIAL LLC · TOWSON, MD

SFG WEALTH MANAGEMENT · Towson, MD

LPL FINANCIAL LLC · TOWSON, MD

BASE MANAGEMENT CO · TOWSON, MD

LPL FINANCIAL LLC · TOWSON, MD

CAPITAL ADVISOR MANAGEMENT · TOWSON, MD

FINANCIAL COUNCIL, LLC · TOWSON, MD

More in Towson, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor