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John Lee Bitting

Charles Schwab & Co., Inc.

Orlando, FL

Zephyrhills, FL

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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 2020-07-07
  • FL RA
    APPROVED
    Since 2020-07-07

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States

Zephyrhills, FL • 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
Usaa Financial Advisors Inc Tampa FL 05/2014 06/2020
Usaa Financial Planning Services Inc Tampa FL 05/2014 06/2020
Usaa Investment Services Company Tampa FL 01/2018 07/2020
Charles Schwab & Co., Inc. Zephyrhills FL 07/2020 Present
Previous Registrations
  • 2018-01-08 → 2020-07-06
    Usaa Investment Services Company
    San Antonio, TX
    Tampa, FL
  • 2014-09-29 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
    Tampa, FL
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-19
S63 Uniform Securities Agent State Law Examination 2014-07-15
  • S65 Uniform Investment Adviser Law Examination
    2014-09-19
  • S63 Uniform Securities Agent State Law Examination
    2014-07-15
Other Names
  • John L Bitting

View on SEC IAPD

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