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Matthew Warren Cole

Charles Schwab & Co., Inc.

Centerville, MA

Boston, 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 2025-05-14
  • TX RA
    APPROVED
    Since 2025-05-14

Branch Locations

1597 Falmouth Road Suite 4, Centerville, MA 02632-2955 • United States

127 Congress Street Floor 01, Boston, MA 02110-2511 • 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 Smithfield RI 04/2022 08/2023
Pizza 1 & Subs 2 Falmouth MA 06/2017 04/2022
Full Time Education Falmouth MA 08/2016 06/2017
Pizza 1 & Subs 2 East Falmouth MA 10/2023 11/2024
Charles Schwab & Co., Inc. Centerville MA 12/2024 Present
Full Time Education Amherst MA 08/2017 02/2022
Charles Schwab Bank, Ssb Centerville MA 12/2024 Present
  • 04/2022 → 08/2023
    Fidelity Investments
    Smithfield, RI
  • 06/2017 → 04/2022
    Pizza 1 & Subs 2
    Falmouth, MA
  • 08/2016 → 06/2017
    Full Time Education
    Falmouth, MA
  • 10/2023 → 11/2024
    Pizza 1 & Subs 2
    East Falmouth, MA
  • 12/2024 → Present
    Charles Schwab & Co., Inc.
    Centerville, MA
  • 08/2017 → 02/2022
    Full Time Education
    Amherst, MA
  • 12/2024 → Present
    Charles Schwab Bank, Ssb
    Centerville, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-14
S63 Uniform Securities Agent State Law Examination 2022-12-19
  • S66 Uniform Combined State Law Examination
    2025-05-14
  • S63 Uniform Securities Agent State Law Examination
    2022-12-19
Other Names
  • Matthew Warren Cole
  • Matthew Cole

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Centerville, MA
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CETERA INVESTMENT ADVISERS LLC · HYANNIS, MA
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