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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-17
  • FL RA
    APPROVED
    Since 2026-04-17

Branch Locations

100 University Town Center Drive, Sarasota, FL 34243 • 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 Lone Tree CO 06/2022 08/2022
Leeds School Of Business Boulder CO 10/2021 05/2023
Charles Schwab & Co, Inc Sarasota FL 08/2023 Present
Charles Schwab Bank, Ssb Sarasota FL 08/2023 Present
Full Time Education Boulder CO 08/2020 05/2023
Full Time Education San Diego CA 08/2019 05/2020
Full Time Education Westminster CO 08/2015 05/2017
Full Time Education Thornton CO 06/2015 05/2019
  • 06/2022 → 08/2022
    Charles Schwab
    Lone Tree, CO
  • 10/2021 → 05/2023
    Leeds School Of Business
    Boulder, CO
  • 08/2023 → Present
    Sarasota, FL
  • 08/2023 → Present
    Charles Schwab Bank, Ssb
    Sarasota, FL
  • 08/2020 → 05/2023
    Full Time Education
    Boulder, CO
  • 08/2019 → 05/2020
    Full Time Education
    San Diego, CA
  • 08/2015 → 05/2017
    Full Time Education
    Westminster, CO
  • 06/2015 → 05/2019
    Full Time Education
    Thornton, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-16
  • S66 Uniform Combined State Law Examination
    2026-04-16

View on SEC IAPD

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