Bansi Patel

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-27

FL RA
APPROVED

Since 2026-05-27

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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

Organization	City	State	From	To
Full Time Education	Lawrence	KS	02/2021	08/2021
Boys And Girls Club	Lawrence	KS	08/2019	02/2021
Full Time Education	Liberal	KS	08/2004	08/2019
Amazon	Shawnee	KS	04/2020	07/2020
Old Chicago	Lawrence	KS	08/2021	11/2021
Full-Time Education	Lawrence	KS	11/2021	09/2022
Best Western Plus	Lawrence	KS	09/2022	12/2022
Unemployed	Liberal	KS	12/2022	02/2023
Charles Schwab & Co., Inc.	Orlando	FL	02/2023	Present

02/2021 → 08/2021

Full Time Education

Lawrence, KS
08/2019 → 02/2021

Boys And Girls Club

Lawrence, KS
08/2004 → 08/2019

Full Time Education

Liberal, KS
04/2020 → 07/2020

Amazon

Shawnee, KS
08/2021 → 11/2021

Old Chicago

Lawrence, KS
11/2021 → 09/2022

Full-Time Education

Lawrence, KS
09/2022 → 12/2022

Best Western Plus

Lawrence, KS
12/2022 → 02/2023

Unemployed

Liberal, KS
02/2023 → Present

Charles Schwab & Co., Inc.

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-26
S63	Uniform Securities Agent State Law Examination	2023-07-26

S66 Uniform Combined State Law Examination

2026-05-26
S63 Uniform Securities Agent State Law Examination

2023-07-26

View on SEC IAPD

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