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Joshua Javier Diaz

Charles Schwab & Co., Inc.

Jacksonville, FL

Jacksonville Beach, 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 2025-12-05
  • FL RA
    APPROVED
    Since 2025-12-05

Branch Locations

4853 Town Center Parkway, Jacksonville, FL 32246 • United States

2400 3Rd St. Unit 107, Jacksonville Beach, FL 32250 • 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
Fidelity Investments Boston MA 02/2022 03/2025
Deutsche Bank Jacksonville FL 04/2020 02/2022
Jetstream Federal Credit Union Miami Lakes FL 02/2018 04/2020
Home Depot Miramar FL 07/2016 02/2018
Unemployed Miami FL 08/2015 12/2019
Fidelity Investments Boston MA 03/2025 11/2025
Charles Schwab & Co, Inc Jacksonville FL 11/2025 Present
Charles Schwab Bank, Ssb Jacksonville FL 11/2025 Present
  • 02/2022 → 03/2025
    Fidelity Investments
    Boston, MA
  • 04/2020 → 02/2022
    Deutsche Bank
    Jacksonville, FL
  • 02/2018 → 04/2020
    Jetstream Federal Credit Union
    Miami Lakes, FL
  • 07/2016 → 02/2018
    Home Depot
    Miramar, FL
  • 08/2015 → 12/2019
    Unemployed
    Miami, FL
  • 03/2025 → 11/2025
    Fidelity Investments
    Boston, MA
  • 11/2025 → Present
    Charles Schwab & Co, Inc
    Jacksonville, FL
  • 11/2025 → Present
    Charles Schwab Bank, Ssb
    Jacksonville, FL
Previous Registrations
  • 2025-03-31 → 2025-12-01
    Strategic Advisers Llc
    Jacksonville, FL
    Jacksonville, FL
    Boston, MA
  • 2022-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2022-09-09

View on SEC IAPD

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