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Erin O'BRien

Charles Schwab & Co., Inc.

Chestnut Hill, MA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-27
  • TX RA
    APPROVED
    Since 2024-04-27

Branch Locations

1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • 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. Framingham MA 02/2023 Present
University Of Massachusetts At Amherst Amhert MA 09/2019 12/2022
Umass Amherst Auxiliary Enterprises Amherst MA 09/2022 01/2023
Mass General Brigham Cambridge MA 05/2022 01/2023
Hayes Instrument Services Billerica MA 05/2021 09/2021
Unemployed Wakefield MA 11/2015 04/2021
Charles Schwab Bank, Ssb Framingham MA 03/2024 Present
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Framingham, MA
  • 09/2019 → 12/2022
    University Of Massachusetts At Amherst
    Amhert, MA
  • 09/2022 → 01/2023
    Umass Amherst Auxiliary Enterprises
    Amherst, MA
  • 05/2022 → 01/2023
    Mass General Brigham
    Cambridge, MA
  • 05/2021 → 09/2021
    Hayes Instrument Services
    Billerica, MA
  • 11/2015 → 04/2021
    Unemployed
    Wakefield, MA
  • 03/2024 → Present
    Charles Schwab Bank, Ssb
    Framingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-26
  • S66 Uniform Combined State Law Examination
    2024-04-26
Other Names
  • Erin O'BRien
  • Erin B O'BRien
  • Erin Obrien

View on SEC IAPD

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Other Offices

SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
STRATEGIC ADVISERS LLC · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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