Joy Louise Divalentino

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 05/2019 → 12/2019
  Monat Global
  Doral, FL
• 01/2023 → 09/2023
  Charles Schwab Bank Ssb
  Phoenix, AZ
• 09/2023 → Present
  Charles Schwab Trust Bank
  Phoenix, AZ

Previous Registrations

• 2017-02-24 → 2022-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI

Other Businesses

1) JD's Premiere Pet Waste Removal | Investment Related:No|Personal/Household Services|Business Co-Owner|7/14/2025|20-40|0|Paperwork and poop scooping

Exams

• S66 Uniform Combined State Law Examination
  2017-02-21
• S63 Uniform Securities Agent State Law Examination
  2014-11-12

Other Names

• Joy Louise Divalentino
• Joy D Gormley
• Joy Divalentino Gormley
• Joy L Divalentino