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Armando Joel Cruz

Charles Schwab & Co., Inc.

Orlando, 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 2025-04-08
  • FL RA
    APPROVED
    Since 2025-04-08

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
OrganizationCityStateFromTo
Neuberger Berman Bd Llc New York NY 01/2016 02/2022
Nyc Driver Institute Long Island City NY 03/2017 02/2023
N/A Lakeland FL 03/2023 07/2023
Charles Schwab & Co., Inc. Orlando FL 07/2023 Present
  • 01/2016 → 02/2022
    Neuberger Berman Bd Llc
    New York, NY
  • 03/2017 → 02/2023
    Nyc Driver Institute
    Long Island City, NY
  • 03/2023 → 07/2023
    N/A
    Lakeland, FL
  • 07/2023 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
Other Businesses

1) Uber/Lyft | Investment Related:No|Travel/Transportation/Tourism|Driver|3/1/2023|Varies|0|Provide transportation services through their apps.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-07
S63 Uniform Securities Agent State Law Examination 2009-07-13
  • S65 Uniform Investment Adviser Law Examination
    2025-04-07
  • S63 Uniform Securities Agent State Law Examination
    2009-07-13
Other Names
  • Armando Cruz

View on SEC IAPD

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