Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-13
  • VA RA
    APPROVED
    Since 2026-01-13

Branch Locations

11953 Freedom Drive, Reston, VA 20190 • 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 Paramus NJ 07/2023 04/2024
St. Lukes Cornwall Hospital Newburgh NY 07/2021 11/2021
D&T Murphy & Associates Middletown NY 02/2022 10/2022
Sacred Heart University, Incorporated Fairfield CT 11/2017 06/2021
Gap Inc. Fishkill NY 12/2020 12/2020
Chips Restaurant Fairfield CT 08/2020 10/2020
Fedex Ground Montgomery NY 05/2020 08/2020
Pvh Corp Woodbury NY 02/2017 08/2019
Darden Restaurants (Olive Garden) Middletown NY 07/2019 08/2019
Town Of Wallkill Boys And Girls Club Circleville NY 06/2014 08/2019
Ups Newburgh NY 12/2017 01/2018
Brooks Brothers Group Inc. Woodbury NY 10/2016 01/2017
Full Time Education Fairfield CT 08/2017 05/2021
Full Time Education Goshen NY 08/2013 05/2017
Pride One New York NY 06/2022 07/2023
Hudson Valley Credit Union Lagrange NY 01/2025 12/2025
Unemployed Middletown NY 04/2024 01/2025
Lpl Financial Lagrange NY 02/2025 12/2025
Unemployed Middletown NY 11/2021 02/2022
Charles Schwab & Co., Inc. Reston VA 12/2025 Present
Charles Schwab Bank, Ssb Reston VA 12/2025 Present
  • 07/2023 → 04/2024
    Fidelity Investments
    Paramus, NJ
  • 07/2021 → 11/2021
    St. Lukes Cornwall Hospital
    Newburgh, NY
  • 02/2022 → 10/2022
    D&T Murphy & Associates
    Middletown, NY
  • 11/2017 → 06/2021
    Sacred Heart University, Incorporated
    Fairfield, CT
  • 12/2020 → 12/2020
    Gap Inc.
    Fishkill, NY
  • 08/2020 → 10/2020
    Chips Restaurant
    Fairfield, CT
  • 05/2020 → 08/2020
    Fedex Ground
    Montgomery, NY
  • 02/2017 → 08/2019
    Pvh Corp
    Woodbury, NY
  • 07/2019 → 08/2019
    Darden Restaurants (Olive Garden)
    Middletown, NY
  • 06/2014 → 08/2019
    Town Of Wallkill Boys And Girls Club
    Circleville, NY
  • 12/2017 → 01/2018
    Ups
    Newburgh, NY
  • 10/2016 → 01/2017
    Brooks Brothers Group Inc.
    Woodbury, NY
  • 08/2017 → 05/2021
    Full Time Education
    Fairfield, CT
  • 08/2013 → 05/2017
    Full Time Education
    Goshen, NY
  • 06/2022 → 07/2023
    Pride One
    New York, NY
  • 01/2025 → 12/2025
    Hudson Valley Credit Union
    Lagrange, NY
  • 04/2024 → 01/2025
    Unemployed
    Middletown, NY
  • 02/2025 → 12/2025
    Lpl Financial
    Lagrange, NY
  • 11/2021 → 02/2022
    Unemployed
    Middletown, NY
  • 12/2025 → Present
    Reston, VA
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Reston, VA
Previous Registrations
Other Businesses

1) Shea Soleil | Investment Related:No||Other|Owner|2025-07-21|Less than 20|0|Shea Soleil is a business I created. It is a body butter product (a type of lotion), That I hand-make, and sell via Instagram and Shopify. I do operations, logistics, sales, marketing (no financial services or investments involved).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-26
  • S66 Uniform Combined State Law Examination
    2024-09-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Reston, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor