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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-09-19
  • OH RA
    APPROVED
    Since 2022-09-19

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Amelia, OH • 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
Cetera Advisors Llc Cincinnati OH 09/2016 06/2018
Freeman Heyne Cincinnati OH 08/2016 12/2017
Freeman Heyne Toma Llc Cincinnati OH 01/2018 06/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 08/2018 04/2019
N/A Amelia OH 06/2018 08/2018
Bank Of America, N.A. Cincinnati OH 08/2018 04/2019
Ultimus Fund Distributors, Llc Cincinnati OH 04/2019 10/2019
Ultimus Fund Solutions, Llc Cincinnati OH 04/2019 10/2019
Citibank Florence KY 10/2019 08/2022
Charles Schwab & Co., Inc. Amelia OH 08/2022 Present
  • 09/2016 → 06/2018
    Cetera Advisors Llc
    Cincinnati, OH
  • 08/2016 → 12/2017
    Freeman Heyne
    Cincinnati, OH
  • 01/2018 → 06/2018
    Freeman Heyne Toma Llc
    Cincinnati, OH
  • 08/2018 → 04/2019
    Cincinnati, OH
  • 06/2018 → 08/2018
    N/A
    Amelia, OH
  • 08/2018 → 04/2019
    Bank Of America, N.A.
    Cincinnati, OH
  • 04/2019 → 10/2019
    Ultimus Fund Distributors, Llc
    Cincinnati, OH
  • 04/2019 → 10/2019
    Ultimus Fund Solutions, Llc
    Cincinnati, OH
  • 10/2019 → 08/2022
    Citibank
    Florence, KY
  • 08/2022 → Present
    Amelia, OH
Previous Registrations
Other Businesses

1) DoorDash|Investment Related: No|Delivery|Delivery Driver|11/11/2023|Less than 20 hour/month - 0 during trading hours|Delivering food and completing online orders

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-21
S63 Uniform Securities Agent State Law Examination 2013-11-07
  • S65 Uniform Investment Adviser Law Examination
    2017-03-21
  • S63 Uniform Securities Agent State Law Examination
    2013-11-07
Other Names
  • Teela Myers
  • Teela Myers
  • Teela M Myers
  • T Myers

View on SEC IAPD

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