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Jorge Ivan Pereira

Charles Schwab & Co., Inc.

Oveido, FL

Austin, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-12
  • FL RA
    APPROVED
    Since 2024-04-12

Branch Locations

Oveido, FL • United States

11800 Schwab Way, Austin, TX 78758 • 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
Lpl Financial, Llc Winter Park FL 06/2015 02/2017
Resources Investment Advisors, Inc. Leawood KS 07/2015 03/2024
Chepenik Financial Winter Park FL 06/2015 03/2024
Triad Advisors, Inc. Norcross GA 02/2017 03/2024
Charles Schwab & Co., Inc Oviedo FL 03/2024 Present
Onedigital Orlando FL 06/2015 03/2024
  • 06/2015 → 02/2017
    Lpl Financial, Llc
    Winter Park, FL
  • 07/2015 → 03/2024
    Resources Investment Advisors, Inc.
    Leawood, KS
  • 06/2015 → 03/2024
    Chepenik Financial
    Winter Park, FL
  • 02/2017 → 03/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 03/2024 → Present
    Charles Schwab & Co., Inc
    Oviedo, FL
  • 06/2015 → 03/2024
    Onedigital
    Orlando, FL
Previous Registrations
  • 2015-08-03 → 2024-03-22
    Onedigital
    Orlando, FL
    Overland Park, KS
    Orlando, FL
  • 2012-06-18 → 2015-07-02
    Truist Investment Services, Inc.
    Orlando, FL
    Orlando, FL
  • 2009-12-02 → 2012-06-12
    Chase Investment Services Corp.
    Orlando, FL
    Kissimmee, FL
    Kissimmee, FL
    Orange City, FL
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Kissimmee, FL
    Deland, FL
    Orlando, FL
  • 2007-05-11 → 2009-11-03
    Mml Investors Services, Llc
    Ft Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-06
  • S66 Uniform Combined State Law Examination
    2007-05-06
Other Names
  • Jorge Pereira

View on SEC IAPD

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