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Maryanne Elise Zawlocki

Charles Schwab & Co., Inc.

Mequon, WI

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-10-28
  • WI RA
    APPROVED
    Since 2024-10-28

Branch Locations

11309 N. Port Washington, Mequon, WI 53092-3411 • 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
Wellspring Personal Financial Services Brookfield WI 02/2015 03/2022
E2 Retirement Consulting Menomonee Falls WI 06/2022 08/2022
Scott Michael Mila Waukesha WI 09/2022 09/2022
Scott Mila Waukesha WI 09/2022 03/2023
Northwestern Mutual Investment Services Llc Waukesha WI 10/2022 03/2023
Charles Schwab & Co., Inc. Mequon WI 09/2024 Present
Envision Financial Llc Brookfield WI 02/2024 09/2024
Unemployed Menomonee Falls WI 04/2023 01/2024
  • 02/2015 → 03/2022
    Wellspring Personal Financial Services
    Brookfield, WI
  • 06/2022 → 08/2022
    E2 Retirement Consulting
    Menomonee Falls, WI
  • 09/2022 → 09/2022
    Scott Michael Mila
    Waukesha, WI
  • 09/2022 → 03/2023
    Scott Mila
    Waukesha, WI
  • 10/2022 → 03/2023
    Northwestern Mutual Investment Services Llc
    Waukesha, WI
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Mequon, WI
  • 02/2024 → 09/2024
    Envision Financial Llc
    Brookfield, WI
  • 04/2023 → 01/2024
    Unemployed
    Menomonee Falls, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-04
S63 Uniform Securities Agent State Law Examination 1987-09-14
  • S66 Uniform Combined State Law Examination
    2015-12-04
  • S63 Uniform Securities Agent State Law Examination
    1987-09-14
Other Names
  • Maryanne Elise Milkint
  • Maryanne Elise Milkint
  • Maryanne Elise Milkint
  • Maryanne Elise Milkint Zawlocki
  • Maryanne Elise Zawlocki

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REINHART PARTNERS, LLC
MADISON INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

WAYNE SPENCER FRANK
MELINDA AGNES WACKER
Blake Jalovec
WILLIAM GERARD MORSE
JUDITH K SCHULTZ
MICHAEL ALAN KRAMER
DANIEL JAY AIKEN
ANDREW MICHAEL WIZIARDE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
OSAIC WEALTH, INC. · MEQUON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI
MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI

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