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Madison Taylor Ubry

Charles Schwab & Co., Inc.

Princeton, NJ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-09-26
  • NJ RA
    APPROVED
    Since 2023-09-26

Branch Locations

132 Nassau St Floor 1, Princeton, NJ 08542-7006 • 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. Princeton NJ 02/2023 Present
Charles Schwab Bank, Ssb Princeton NJ 02/2023 Present
Rider University Lawrenceville NJ 09/2016 05/2021
La Mezzaluna Princeton NJ 05/2019 01/2023
Rider University Lawrenceville NJ 09/2016 05/2021
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Princeton, NJ
  • 02/2023 → Present
    Charles Schwab Bank, Ssb
    Princeton, NJ
  • 09/2016 → 05/2021
    Rider University
    Lawrenceville, NJ
  • 05/2019 → 01/2023
    La Mezzaluna
    Princeton, NJ
  • 09/2016 → 05/2021
    Rider University
    Lawrenceville, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-25
  • S66 Uniform Combined State Law Examination
    2023-09-25
Designations
Other Names
  • Madison Ubry

View on SEC IAPD

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Other Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ
SONGBIRD CAPITAL, LLC · PRINCETON, NJ
J.P. MORGAN SECURITIES LLC · Princeton, NJ
SYSTEMATIC ALPHA INVESTMENTS, LLC · PRINCETON, NJ
PNC WEALTH MANAGEMENT LLC · PRINCETON, NJ
RBC CAPITAL MARKETS, LLC · Princeton, NJ
WATERMARK GROUP, INC. · PRINCETON, NJ
PRINCETON EQUITY GROUP · PRINCETON, NJ

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