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Reginald Jordan Parks

Schwab Wealth Advisory, Inc.

Jersey City, NJ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-19
GA RA APPROVED 2025-11-24
  • NJ RA
    APPROVED
    Since 2026-05-19
  • GA RA
    APPROVED
    Since 2025-11-24

Branch Locations

30 Hudson Street, Jersey City, NJ 07302 • 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
Levelup Logistics Conshohocken PA 06/2020 02/2023
Home Depot Springfield PA 02/2019 08/2020
Lowe's Home Improvement Havertown PA 03/2017 08/2017
Unemployed Philadelphia PA 12/2012 03/2017
Unemployed Philadelphia PA 08/2017 03/2019
Schwab Wealth Advisory Inc Phoenix AZ 02/2023 Present
Charles Schwab & Co., Inc. Phoenix AZ 02/2023 Present
  • 06/2020 → 02/2023
    Levelup Logistics
    Conshohocken, PA
  • 02/2019 → 08/2020
    Home Depot
    Springfield, PA
  • 03/2017 → 08/2017
    Lowe's Home Improvement
    Havertown, PA
  • 12/2012 → 03/2017
    Unemployed
    Philadelphia, PA
  • 08/2017 → 03/2019
    Unemployed
    Philadelphia, PA
  • 02/2023 → Present
    Schwab Wealth Advisory Inc
    Phoenix, AZ
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-19
  • S66 Uniform Combined State Law Examination
    2023-05-19
Other Names
  • Reginald Jordan Parks
  • Jordan Parks

View on SEC IAPD

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Other Offices

MORGAN STANLEY INVESTMENT MANAGEMENT INC. · NEW YORK, NY
MSRESS III MANAGER, L.L.C. · NEW YORK, NY
MS CAPITAL PARTNERS ADVISER INC. · NEW YORK, NY
MORGAN STANLEY INFRASTRUCTURE INC. · NEW YORK, NY
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. · NEW YORK, NY
MSREF REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY | EATON VANCE CLO MANAGER LLC · NEW YORK, NY

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