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Terrence Joseph Oliss

Charles Schwab & Co., Inc.

Miamisburg, OH

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-23
  • OH RA
    APPROVED
    Since 2026-03-23

Branch Locations

9668 N. Springboro Pike, Miamisburg, OH 45342-5077 • 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
Key Investment Services, Llc Brooklyn OH 10/2023 12/2025
Keybank Dayton OH 05/2022 10/2023
Dorothy Lane Market Dayton OH 10/2019 06/2023
Lunne Lawn & Landscaping, Llc Dayton OH 05/2021 08/2021
Oakwood Public Works Department Oakwood OH 05/2020 08/2020
The Oakwood Club Oakwood OH 06/2018 10/2019
Panera Bread Kettering OH 06/2017 08/2017
Full Time Education Dayton OH 08/2019 05/2023
Oakwood High School Oakwood OH 08/2015 05/2019
Keybank Cincinnati OH 10/2023 12/2025
Charles Schwab & Co., Inc. Miamisburg OH 01/2026 Present
Charles Schwab Bank, Ssb Miamisburg OH 01/2026 Present
  • 10/2023 → 12/2025
    Key Investment Services, Llc
    Brooklyn, OH
  • 05/2022 → 10/2023
    Keybank
    Dayton, OH
  • 10/2019 → 06/2023
    Dorothy Lane Market
    Dayton, OH
  • 05/2021 → 08/2021
    Lunne Lawn & Landscaping, Llc
    Dayton, OH
  • 05/2020 → 08/2020
    Oakwood Public Works Department
    Oakwood, OH
  • 06/2018 → 10/2019
    The Oakwood Club
    Oakwood, OH
  • 06/2017 → 08/2017
    Panera Bread
    Kettering, OH
  • 08/2019 → 05/2023
    Full Time Education
    Dayton, OH
  • 08/2015 → 05/2019
    Oakwood High School
    Oakwood, OH
  • 10/2023 → 12/2025
    Keybank
    Cincinnati, OH
  • 01/2026 → Present
    Charles Schwab & Co., Inc.
    Miamisburg, OH
  • 01/2026 → Present
    Charles Schwab Bank, Ssb
    Miamisburg, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-20
S63 Uniform Securities Agent State Law Examination 2023-11-13
  • S65 Uniform Investment Adviser Law Examination
    2026-03-20
  • S63 Uniform Securities Agent State Law Examination
    2023-11-13
Other Names
  • Terry Oliss
  • Terrence Oliss

View on SEC IAPD

Other Firms

SUMMIT FINANCIAL, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EVERHART ADVISORS
W&S BROKERAGE SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

JOSEPH SAMUEL ZAIDAIN
LAKSHYA ARORA
JOSEPH CARL FISHER
JONATHAN PAUL HLAVAC
LISA A BLOCK
DUANE JERROD GILLMAN
JAMES ROBERT ST.PIERRE
Wesley Gooding

Other Offices

SUMMIT FINANCIAL, LLC · MIAMISBURG, OH
EAGLE STRATEGIES LLC · MIAMISBURG, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · West Carrollton, OH
EVERHART ADVISORS · Miamisburg, OH
W&S BROKERAGE SERVICES, INC. · Miamisburg, OH
FIFTH THIRD SECURITIES, INC. · MIAMISBURG, OH
EDWARD JONES · WEST CARROLLTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Dayton, OH

More in Miamisburg, OH

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