Best Investors Account Sign in

Cameron Rutz

Charles Schwab & Co., Inc.

The Villages, FL

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-14
  • FL RA
    APPROVED
    Since 2025-05-14

Branch Locations

1048 Lake Sumter Landing, The Villages, FL 32162-2697 • 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 The Village FL 01/2023 Present
Towne Park Orlando FL 04/2018 01/2023
Aaa Parking Orlando FL 04/2016 05/2018
Charles Schwab Bank, Ssb The Village FL 05/2024 Present
  • 01/2023 → Present
    Charles Schwab & Co., Inc
    The Village, FL
  • 04/2018 → 01/2023
    Towne Park
    Orlando, FL
  • 04/2016 → 05/2018
    Aaa Parking
    Orlando, FL
  • 05/2024 → Present
    Charles Schwab Bank, Ssb
    The Village, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-13
S63 Uniform Securities Agent State Law Examination 2024-04-19
  • S65 Uniform Investment Adviser Law Examination
    2025-05-13
  • S63 Uniform Securities Agent State Law Examination
    2024-04-19

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ZENITH ADVISORY GROUP, LLC
STRATEGIC ADVISERS LLC
MORGAN STANLEY
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GRADIENT ADVISORS, LLC

Other Investors

TODD BLANKENSHIP
KEVIN GANUS
MICHAEL HARRISON
Elizabeth Kelly Moore
JENNIFER CAROL TAYLOR
BART ALAN PATTERSON
Jacob Carson Wells
Todd John Lietz

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
ZENITH ADVISORY GROUP, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
LPL FINANCIAL LLC · THE VILLAGES, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THE VILLAGES, FL

More in The Villages, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor