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Eric Mertz

Charles Schwab & Co., Inc.

West Palm Beach, 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 2024-09-06
  • FL RA
    APPROVED
    Since 2024-09-06

Branch Locations

501 S. Flagler Dr, West Palm Beach, FL 33401-5909 • 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
La Fitness Farmington CT 09/2013 02/2023
Lpl Financial Commack NY 02/2023 05/2023
Charles Schwab & Co., Inc. Palm Beach Gardens FL 05/2023 Present
Charles Schwab Bank, Ssb Palm Beach Gardens FL 05/2023 Present
Bud Buddies, Llc Avon CT 04/2020 03/2023
  • 09/2013 → 02/2023
    La Fitness
    Farmington, CT
  • 02/2023 → 05/2023
    Lpl Financial
    Commack, NY
  • 05/2023 → Present
    Charles Schwab & Co., Inc.
    Palm Beach Gardens, FL
  • 05/2023 → Present
    Charles Schwab Bank, Ssb
    Palm Beach Gardens, FL
  • 04/2020 → 03/2023
    Bud Buddies, Llc
    Avon, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-02
  • S66 Uniform Combined State Law Examination
    2023-09-02

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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