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Alexis Faye Viselman

Charles Schwab & Co., Inc.

Boca Raton, 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
TX RA APPROVED 2026-01-03
FL RA APPROVED 2024-01-23
  • TX RA
    APPROVED
    Since 2026-01-03
  • FL RA
    APPROVED
    Since 2024-01-23

Branch Locations

150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • 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 & Co., Inc. Boca Raton FL 12/2022 Present
Pro Unlimited Hercules CA 07/2022 12/2022
Usf Federal Credit Union Tampa FL 06/2021 07/2022
The Retreat At Tampa, Landmark Tampa FL 09/2020 06/2021
Ups Bedford Park IL 01/2020 03/2020
Full Time Education Parkland FL 09/2014 06/2019
Full Time Education Tampa FL 06/2019 12/2022
Charles Schwab Bank, Ssb Boca Raton FL 01/2024 Present
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Boca Raton, FL
  • 07/2022 → 12/2022
    Pro Unlimited
    Hercules, CA
  • 06/2021 → 07/2022
    Usf Federal Credit Union
    Tampa, FL
  • 09/2020 → 06/2021
    The Retreat At Tampa, Landmark
    Tampa, FL
  • 01/2020 → 03/2020
    Ups
    Bedford Park, IL
  • 09/2014 → 06/2019
    Full Time Education
    Parkland, FL
  • 06/2019 → 12/2022
    Full Time Education
    Tampa, FL
  • 01/2024 → Present
    Charles Schwab Bank, Ssb
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-16
  • S66 Uniform Combined State Law Examination
    2023-10-16
Designations
Other Names
  • Lexi Ofstein
  • Alexis Faye Ofstein

View on SEC IAPD

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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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