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Daniel Edwards

Charles Schwab & Co., Inc.

Huntersville, NC

Charlotte, NC

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-22
  • NC RA
    APPROVED
    Since 2024-02-22

Branch Locations

8700 Sam Furr Road, Huntersville, NC 28078 • United States

4529 Sharon Road, Charlotte, NC 28211-3521 • 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
Equitable Advisors, Llc New York NY 03/2022 01/2024
Unemployed Charlotte NC 11/2021 03/2022
Unites States Marine Corps Camp Lejeune NC 01/2019 10/2021
Marco's Pizza Mooresville NC 07/2018 01/2019
Greenville Country Club Greenville NC 05/2018 06/2018
Domino's Pizza Greenville NC 08/2015 12/2017
East Carolina University Greenville NC 08/2014 05/2018
Charles Schwab & Co., Inc. Huntersville NC 02/2024 Present
Charles Schwab Bank, Ssb Huntersville NC 02/2024 Present
  • 03/2022 → 01/2024
    Equitable Advisors, Llc
    New York, NY
  • 11/2021 → 03/2022
    Unemployed
    Charlotte, NC
  • 01/2019 → 10/2021
    Unites States Marine Corps
    Camp Lejeune, NC
  • 07/2018 → 01/2019
    Marco's Pizza
    Mooresville, NC
  • 05/2018 → 06/2018
    Greenville Country Club
    Greenville, NC
  • 08/2015 → 12/2017
    Domino's Pizza
    Greenville, NC
  • 08/2014 → 05/2018
    East Carolina University
    Greenville, NC
  • 02/2024 → Present
    Charles Schwab & Co., Inc.
    Huntersville, NC
  • 02/2024 → Present
    Charles Schwab Bank, Ssb
    Huntersville, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-12
  • S66 Uniform Combined State Law Examination
    2022-05-12
Other Names
  • Daniel Edwards
  • Daniel Lee Edwards

View on SEC IAPD

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