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Helen Jenniferlyn Mccall

Charles Schwab & Co., Inc.

Washington, DC

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-05-20
VA RA APPROVED 2025-05-23
  • DC RA
    APPROVED
    Since 2026-05-20
  • VA RA
    APPROVED
    Since 2025-05-23

Branch Locations

1100 H Street Nw Suite 100, Washington, DC 20005 • 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
Lend A Box Fairfax VA 03/2014 06/2018
Full Time Education Herndon VA 08/2014 06/2018
Will Interactive Potomac MD 05/2019 08/2019
Meriwether Godsey Sweet Briar VA 09/2019 12/2021
Meriwether Godsey Sweet Briar VA 09/2019 05/2022
Sweet Briar College Alumnae Department Sweet Briar VA 10/2019 05/2022
Full Time Education Sweet Briar VA 08/2018 05/2022
Unemployed Providence RI 05/2022 10/2022
Fidelity Investments Smithfield RI 10/2022 11/2023
Fidelity Investments Bethesda MD 03/2025 04/2025
Fidelity Innvestments Smithfield RI 11/2023 03/2024
Fidelity Investments Bethesda MD 03/2024 03/2025
Charles Schwab & Co., Inc. Reston VA 04/2025 Present
Charles Schwab Bank Reston VA 04/2025 Present
  • 03/2014 → 06/2018
    Lend A Box
    Fairfax, VA
  • 08/2014 → 06/2018
    Full Time Education
    Herndon, VA
  • 05/2019 → 08/2019
    Will Interactive
    Potomac, MD
  • 09/2019 → 12/2021
    Meriwether Godsey
    Sweet Briar, VA
  • 09/2019 → 05/2022
    Meriwether Godsey
    Sweet Briar, VA
  • 10/2019 → 05/2022
    Sweet Briar College Alumnae Department
    Sweet Briar, VA
  • 08/2018 → 05/2022
    Full Time Education
    Sweet Briar, VA
  • 05/2022 → 10/2022
    Unemployed
    Providence, RI
  • 10/2022 → 11/2023
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → 04/2025
    Fidelity Investments
    Bethesda, MD
  • 11/2023 → 03/2024
    Fidelity Innvestments
    Smithfield, RI
  • 03/2024 → 03/2025
    Fidelity Investments
    Bethesda, MD
  • 04/2025 → Present
    Charles Schwab & Co., Inc.
    Reston, VA
  • 04/2025 → Present
    Charles Schwab Bank
    Reston, VA
Previous Registrations
  • 2025-03-31 → 2025-05-22
    Strategic Advisers Llc
    Bethesda, MD
    Arlington, VA
    Boston, MA
  • 2024-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bethesda, MD
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-02
S63 Uniform Securities Agent State Law Examination 2023-03-06
  • S66 Uniform Combined State Law Examination
    2024-12-02
  • S63 Uniform Securities Agent State Law Examination
    2023-03-06
Other Names
  • Helen Jenniferlyn Mccall
  • Helen Mccall

View on SEC IAPD

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LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
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DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
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