Best Investors Account Sign in

Cobie Beach

Charles Schwab & Co., Inc.

Pittsford, NY

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-09-01
  • NY RA
    APPROVED
    Since 2022-09-01

Branch Locations

1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • 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
Charles Schwab & Co., Inc. Pittsford NY 09/2021 Present
Waste Harmonics Rochester NY 05/2020 09/2021
Thirsty's Bar Pittsford NY 11/2019 03/2020
United States Soccer Federation Chicago IL 07/2018 12/2018
Brooklyn Sports Entertainment Brooklyn NY 09/2017 12/2017
Syracuse University Syracuse NY 08/2014 05/2018
Mach2 Management Rochester NY 05/2019 11/2019
Cape Cod Baseball League, Bour Bourne MA 06/2017 08/2017
Unemployed Pittsford NY 12/2018 05/2019
Paychex Rochester NY 03/2019 05/2019
Charles Schwab Bank Ssb Pittsford NY 09/2021 Present
  • 09/2021 → Present
    Charles Schwab & Co., Inc.
    Pittsford, NY
  • 05/2020 → 09/2021
    Waste Harmonics
    Rochester, NY
  • 11/2019 → 03/2020
    Thirsty's Bar
    Pittsford, NY
  • 07/2018 → 12/2018
    United States Soccer Federation
    Chicago, IL
  • 09/2017 → 12/2017
    Brooklyn Sports Entertainment
    Brooklyn, NY
  • 08/2014 → 05/2018
    Syracuse University
    Syracuse, NY
  • 05/2019 → 11/2019
    Mach2 Management
    Rochester, NY
  • 06/2017 → 08/2017
    Cape Cod Baseball League, Bour
    Bourne, MA
  • 12/2018 → 05/2019
    Unemployed
    Pittsford, NY
  • 03/2019 → 05/2019
    Paychex
    Rochester, NY
  • 09/2021 → Present
    Charles Schwab Bank Ssb
    Pittsford, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-30
  • S66 Uniform Combined State Law Examination
    2022-03-30
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARMBRUSTER CAPITAL MANAGEMENT, INC.
KICKSTAND WEALTH ADVISORS
MARK ANDREW PAGANELLI
MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Other Investors

Christopher M Leone
Matthew A Kilmer
Matthew M Matteson
Jason R Alexander
Angelo J Ponticello
GARY M FITCH
Jessica Royston
JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY
OSAIC WEALTH, INC. · Pittsford, NY

More in Pittsford, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor