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Joseph Michael Panaccio

Charles Schwab & Co., Inc.

Wayne, PA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-13
  • PA RA
    APPROVED
    Since 2024-09-13

Branch Locations

200 West Lancaster Ave, Wayne, PA 19087-4046 • 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
Scottrade, Inc. Wayne PA 08/2015 03/2017
Gosocial Philadelphia PA 08/2015 09/2024
Towne Park Philadelphia PA 11/2016 12/2019
The Vanguard Group, Inc. Malvern PA 03/2017 08/2024
Charles Schwab & Co., Inc. Wayne PA 08/2024 Present
Charles Schwab Bank, Ssb Wayne PA 08/2024 Present
  • 08/2015 → 03/2017
    Scottrade, Inc.
    Wayne, PA
  • 08/2015 → 09/2024
    Gosocial
    Philadelphia, PA
  • 11/2016 → 12/2019
    Towne Park
    Philadelphia, PA
  • 03/2017 → 08/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2024 → Present
    Charles Schwab & Co., Inc.
    Wayne, PA
  • 08/2024 → Present
    Charles Schwab Bank, Ssb
    Wayne, PA
Previous Registrations
Other Businesses

1) GoSocial LLC|Investment Related: No|Computer Software|Founder |8/12/2016|Less than 20 hour/month - 0 during trading hours|I am the founder of the company and I oversee the company

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-15
S63 Uniform Securities Agent State Law Examination 2016-01-22
  • S66 Uniform Combined State Law Examination
    2019-10-15
  • S63 Uniform Securities Agent State Law Examination
    2016-01-22
Other Names
  • Joseph Michael Panaccio
  • Joseph Panaccio

View on SEC IAPD

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Flynn Michael Ryan
DANIEL BROOKS
PETER MASTROMARCO
KENNETH WAYNE LISKEY
Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA
THE ASCENT GROUP, LLC · WAYNE, PA

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