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Martin William Genello

Charles Schwab & Co., Inc.

Philadelphia, PA

Marlton, NJ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-05-26
  • NJ RA
    APPROVED
    Since 2021-05-26

Branch Locations

1650 Market Street Suite 102, Philadelphia, PA 19103-7301 • United States

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
Janney Montgomery Scott Llc Media PA 06/2016 07/2019
Janney Montgomery Scott Llc Scranton PA 07/2019 04/2021
Charles Schwab & Co., Inc. Moorestown NJ 05/2021 Present
Charles Schwab Bank, Ssb Moorestown NJ 05/2021 Present
Td Ameritrade, Inc. Moorestown NJ 11/2022 06/2024
Td Ameritrade Investment Management, Llc Moorestown NJ 11/2022 06/2024
Previous Registrations
  • 2022-11-14 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Moorestown, NJ
    Marlton, NJ
  • 2016-06-30 → 2021-05-20
    Janney Montgomery Scott Llc
    Media, PA
    Moosic, PA
  • 2015-07-22 → 2016-05-03
    Invest Financial Corporation
    Dunmore, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-21
S63 Uniform Securities Agent State Law Examination 2014-11-05
  • S65 Uniform Investment Adviser Law Examination
    2015-07-21
  • S63 Uniform Securities Agent State Law Examination
    2014-11-05
Designations
Other Names
  • Martin Genello
  • Martin W. Genello

View on SEC IAPD

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GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
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