Todd Jeffrey Merrill

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-07-08

FL RA
APPROVED

Since 2025-07-08

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Orlando	FL	06/2022	Present
Marriott Vacation Club	Orlando	FL	08/2021	05/2022
Trustco Bank	Longwood	FL	11/2020	07/2021
Lowe's	Winter Garden	FL	02/2020	11/2020
R3 Ssg Inc.	Indian Head	MD	08/2018	11/2019
Us Navy	Indian Head	MD	08/1998	08/2018
N/A	Orlando	FL	11/2019	02/2020

06/2022 → Present

Charles Schwab & Co., Inc.

Orlando, FL
08/2021 → 05/2022

Marriott Vacation Club

Orlando, FL
11/2020 → 07/2021

Trustco Bank

Longwood, FL
02/2020 → 11/2020

Lowe's

Winter Garden, FL
08/2018 → 11/2019

R3 Ssg Inc.

Indian Head, MD
08/1998 → 08/2018

Us Navy

Indian Head, MD
11/2019 → 02/2020

N/A

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-03
S63	Uniform Securities Agent State Law Examination	2022-10-10

S66 Uniform Combined State Law Examination

2025-07-03
S63 Uniform Securities Agent State Law Examination

2022-10-10

Other Names

T.J. Merrill