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Nathan James Stevens

Charles Schwab & Co., Inc.

Columbus, OH

Dublin, OH

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-10-18
  • OH RA
    APPROVED
    Since 2022-10-18

Branch Locations

277 W. Nationwide Blvd., Columbus, OH 43215-9737 • United States

6634 Riverside Drive, Dublin, OH 43017 • 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
Pnc Investments Charlotte NC 06/2016 03/2017
Costello Real Estate And Investments, Llc Charlotte NC 03/2017 03/2018
Wells Fargo, N.A. Charlotte NC 03/2018 04/2020
J.P. Morgan Westerville OH 04/2020 10/2022
Charles Schwab & Co., Inc. Dublin OH 10/2022 Present
Charles Schwab Bank, Ssb Dublin OH 10/2022 Present
  • 06/2016 → 03/2017
    Pnc Investments
    Charlotte, NC
  • 03/2017 → 03/2018
    Costello Real Estate And Investments, Llc
    Charlotte, NC
  • 03/2018 → 04/2020
    Wells Fargo, N.A.
    Charlotte, NC
  • 04/2020 → 10/2022
    J.P. Morgan
    Westerville, OH
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Dublin, OH
  • 10/2022 → Present
    Charles Schwab Bank, Ssb
    Dublin, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-14
  • S66 Uniform Combined State Law Examination
    2015-05-14
Other Names
  • Nathan James Stevens
  • Nathan Stevens
  • Nate Stevens
  • Nathan J. Stevens

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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