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Gregory Joseph Yaksta

Charles Schwab & Co., Inc.

Morristown, NJ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-11-08
NY RA APPROVED 2021-11-08
  • NJ RA
    APPROVED
    Since 2021-11-08
  • NY RA
    APPROVED
    Since 2021-11-08

Branch Locations

110 Morris Street Suite 102, Morristown, NJ 07960 • 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
Aeon Funds Middletown NJ 03/2016 06/2017
Pnc Investments Bedminster NJ 06/2017 12/2017
Wells Fargo Clearing Services Llc Red Bank NJ 12/2017 10/2020
Charles Schwab & Co., Inc. Red Bank NJ 10/2021 Present
Charles Schwab Bank, Ssb Red Bank NJ 10/2021 Present
Unemployed Middletown NJ 11/2020 09/2021
  • 03/2016 → 06/2017
    Aeon Funds
    Middletown, NJ
  • 06/2017 → 12/2017
    Pnc Investments
    Bedminster, NJ
  • 12/2017 → 10/2020
    Wells Fargo Clearing Services Llc
    Red Bank, NJ
  • 10/2021 → Present
    Charles Schwab & Co., Inc.
    Red Bank, NJ
  • 10/2021 → Present
    Charles Schwab Bank, Ssb
    Red Bank, NJ
  • 11/2020 → 09/2021
    Unemployed
    Middletown, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-09
  • S66 Uniform Combined State Law Examination
    2014-04-09
Other Names
  • Gregory Yaksta
  • Gregory Joseph Yaksta
  • Gregory Joseph Yaksta Jr.

View on SEC IAPD

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Other Offices

EDWARD JONES · MORRISTOWN, NJ
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
KIELY CAPITAL MANAGEMENT, INC. · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
MML INVESTORS SERVICES, LLC · Morristown, NJ
EQUITABLE ADVISORS, LLC · MORRISTOWN, NJ
HIMCO, LLC · MORRISTOWN, NJ

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