Best Investors Account Sign in

Kristen O'NEill

Charles Schwab & Co., Inc.

Marlton, NJ

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-05-12
  • NJ RA
    APPROVED
    Since 2025-05-12

Branch Locations

300 Route 73 Suite D, Marlton, NJ 08053 • 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
The Vanguard Group Malvern PA 09/2013 07/2019
Blackrock Princeton NJ 07/2019 04/2025
Blackrock Investments Ll Princeton NJ 07/2019 04/2025
Charles Schwab & Co., Inc. Marlton NJ 04/2025 Present
Charles Schwab Bank Marlton NJ 04/2025 Present
  • 09/2013 → 07/2019
    The Vanguard Group
    Malvern, PA
  • 07/2019 → 04/2025
    Blackrock
    Princeton, NJ
  • 07/2019 → 04/2025
    Blackrock Investments Ll
    Princeton, NJ
  • 04/2025 → Present
    Charles Schwab & Co., Inc.
    Marlton, NJ
  • 04/2025 → Present
    Charles Schwab Bank
    Marlton, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-31
S63 Uniform Securities Agent State Law Examination 2013-10-10
  • S65 Uniform Investment Adviser Law Examination
    2015-07-31
  • S63 Uniform Securities Agent State Law Examination
    2013-10-10
Other Names
  • Kris Ashley Reynolds
  • Kristen A Reynolds
  • Kristen Ashley Reynolds
  • Kristen Ashley O'NEill

View on SEC IAPD

Other Firms

JANNEY MONTGOMERY SCOTT LLC
LINCOLN INVESTMENT
WELLS FARGO CLEARING SERVICES, LLC
CITIZENS SECURITIES, INC.
MORGAN STANLEY
M FINANCIAL PLANNING SERVICES, INC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

ALLISON TAYLOR CASEY
Douglass F Ergood, Jr
PAUL D WAMPLER
John Thomas Franchi
TREVOR CHARLES WAMPLER
DOUGLASS F ERGOOD
Frank Charles Midili
Jason McEvoy

Other Offices

JANNEY MONTGOMERY SCOTT LLC · MARLTON, NJ
LINCOLN INVESTMENT · MARLTON, NJ
WELLS FARGO CLEARING SERVICES, LLC · MARLTON, NJ
CITIZENS SECURITIES, INC. · MARLTON, NJ
MORGAN STANLEY · Marlton, NJ
M FINANCIAL PLANNING SERVICES, INC · MARLTON, NJ
LPL FINANCIAL LLC · MARLTON, NJ
OSAIC WEALTH, INC. · MARLTON, NJ

More in Marlton, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor