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Dylan Heisey

Charles Schwab & Co., Inc.

St. Petersburg, FL

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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 2025-10-27
  • FL RA
    APPROVED
    Since 2025-10-27

Branch Locations

2831 4Th St. N, St. Petersburg, FL 33704 • 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 Westlake TX 01/2022 05/2025
Uber Eats Bradenton FL 09/2021 10/2021
Instacart Bradenton FL 04/2020 12/2020
Jpmorgan Chase Lakewood Ranch FL 09/2019 05/2021
Walt Disney Company Orlando FL 02/2019 08/2019
Swimtastic Swim Academy Lakewood Ranch FL 09/2018 02/2019
Gnc Palmetto FL 08/2018 08/2018
Play It Again Sports Norman OK 10/2017 07/2018
Ymca Norman OK 06/2016 09/2017
Full Time Education St. Petersburg FL 05/2021 08/2021
Lyon College Leap Batesville AR 09/2016 11/2016
Fidelity Investments Boston MA 03/2025 09/2025
Charles Schwab & Co., Inc St Petersburg FL 10/2025 Present
Charles Schwab Bank St. Petersburg FL 10/2025 Present
  • 01/2022 → 05/2025
    Fidelity Investments
    Westlake, TX
  • 09/2021 → 10/2021
    Uber Eats
    Bradenton, FL
  • 04/2020 → 12/2020
    Instacart
    Bradenton, FL
  • 09/2019 → 05/2021
    Jpmorgan Chase
    Lakewood Ranch, FL
  • 02/2019 → 08/2019
    Walt Disney Company
    Orlando, FL
  • 09/2018 → 02/2019
    Swimtastic Swim Academy
    Lakewood Ranch, FL
  • 08/2018 → 08/2018
    Gnc
    Palmetto, FL
  • 10/2017 → 07/2018
    Play It Again Sports
    Norman, OK
  • 06/2016 → 09/2017
    Ymca
    Norman, OK
  • 05/2021 → 08/2021
    Full Time Education
    St. Petersburg, FL
  • 09/2016 → 11/2016
    Lyon College Leap
    Batesville, AR
  • 03/2025 → 09/2025
    Fidelity Investments
    Boston, MA
  • 10/2025 → Present
    Charles Schwab & Co., Inc
    St Petersburg, FL
  • 10/2025 → Present
    Charles Schwab Bank
    St. Petersburg, FL
Previous Registrations
  • 2025-03-31 → 2025-09-11
    Strategic Advisers Llc
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Boston, MA
  • 2023-07-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-16
  • S66 Uniform Combined State Law Examination
    2023-06-16
Other Names
  • Dylan Shane Heisey
  • Dylan Heisey

View on SEC IAPD

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