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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 2025-09-25
  • FL RA
    APPROVED
    Since 2025-09-25

Branch Locations

1179 South University Drive Suite 310, Plantation, FL 33324 • United States

801 Brickell Ave Suite 640, Miami, FL 33131 • 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
Suntrust Investment Services, Inc Falls Church VA 07/2016 11/2019
Suntrust Advisory Services, Llc Falls Church VA 11/2019 01/2021
Truist Investment Services Mclean VA 01/2021 01/2022
Truist Advisory Services Mclean VA 01/2021 01/2022
Fidelity Investments Ft Lauderdale FL 02/2022 09/2025
Fidelity Investments Boston MA 03/2025 09/2025
Charles Schwab & Co, Inc Plantation FL 09/2025 Present
Charles Schwab Bank, Ssb Plantation FL 09/2025 Present
  • 07/2016 → 11/2019
    Suntrust Investment Services, Inc
    Falls Church, VA
  • 11/2019 → 01/2021
    Suntrust Advisory Services, Llc
    Falls Church, VA
  • 01/2021 → 01/2022
    Truist Investment Services
    Mclean, VA
  • 01/2021 → 01/2022
    Truist Advisory Services
    Mclean, VA
  • 02/2022 → 09/2025
    Fidelity Investments
    Ft Lauderdale, FL
  • 03/2025 → 09/2025
    Fidelity Investments
    Boston, MA
  • 09/2025 → Present
    Plantation, FL
  • 09/2025 → Present
    Charles Schwab Bank, Ssb
    Plantation, FL
Previous Registrations
  • 2025-03-31 → 2025-09-22
    Boca Raton, FL
    Ft. Lauderdale, FL
    Boston, MA
  • 2022-03-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ft. Lauderdale, FL
  • 2017-01-06 → 2022-01-27
    Alexandria, VA
    Alexandria, VA
    Bethesda, MD
    Alexandria, VA
    Alexandina, VA
    Alexandria, VA
    Falls Church, VA
    Falls Church, VA
    Bethesda, MD
    Chevy Chase, MD
    Chevy Chase, MD
  • 2016-11-15 → 2017-01-06
    Truist Investment Services, Inc.
    Alexandria, VA
    Bethesda, MD
    Alexandria, VA
    Alexandria, VA
    Alexandria, VA
    Alexandria, VA
    Chevy Chase, MD
    Falls Church, VA
    Falls Church, VA
    Chevy Chase, MD
    Chevy Chase, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-05
  • S66 Uniform Combined State Law Examination
    2016-10-05
Designations
Other Names
  • Saule K Miller
  • Saule Kuttybayevna Segizbayeva
  • Alexandra Saule Druskin

View on SEC IAPD

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