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Kevin Lawrence Cassidy

Charles Schwab & Co., Inc.

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-16
  • FL RA
    APPROVED
    Since 2024-08-16

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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. Orlando FL 12/2021 Present
Target Orlando FL 10/2021 11/2021
The Walt Disney Company Orlando FL 01/2017 09/2021
Party City Fairfield CT 09/2016 01/2017
Charles Schwab Bank, Ssb Orlando FL 12/2021 11/2023
Abcd Early Learning Center Bridgeport CT 09/2016 01/2017
  • 12/2021 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 10/2021 → 11/2021
    Target
    Orlando, FL
  • 01/2017 → 09/2021
    The Walt Disney Company
    Orlando, FL
  • 09/2016 → 01/2017
    Party City
    Fairfield, CT
  • 12/2021 → 11/2023
    Charles Schwab Bank, Ssb
    Orlando, FL
  • 09/2016 → 01/2017
    Abcd Early Learning Center
    Bridgeport, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-14
S63 Uniform Securities Agent State Law Examination 2023-09-29
  • S66 Uniform Combined State Law Examination
    2024-08-14
  • S63 Uniform Securities Agent State Law Examination
    2023-09-29
Other Names
  • Kevin Cassidy

View on SEC IAPD

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