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Alexis Meek Roth

Charles Schwab & Co., Inc.

Bethesda, MD

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-07-03
  • MD RA
    APPROVED
    Since 2024-07-03

Branch Locations

7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • 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
Sterne Kessler Goldstein And Fox Washington DC 05/2022 08/2023
Barre3 Dc - 14Th Street Washington DC 09/2022 08/2023
Barre 3 Bethesda Bethesda MD 09/2019 12/2022
Adrenaline Gymnastics Academy Littleon CO 04/2016 08/2019
Charles Schwab & Co Inc,, Bethesda MD 08/2023 Present
Charles Schwab Bank, Ssb Bethesda MD 11/2023 Present
  • 05/2022 → 08/2023
    Sterne Kessler Goldstein And Fox
    Washington, DC
  • 09/2022 → 08/2023
    Barre3 Dc - 14Th Street
    Washington, DC
  • 09/2019 → 12/2022
    Barre 3 Bethesda
    Bethesda, MD
  • 04/2016 → 08/2019
    Adrenaline Gymnastics Academy
    Littleon, CO
  • 08/2023 → Present
    Charles Schwab & Co Inc,,
    Bethesda, MD
  • 11/2023 → Present
    Charles Schwab Bank, Ssb
    Bethesda, MD
Other Businesses

1) Barre3 DC - 14th Street|Investment Related: No|1832 14th St NW, Washington, DC, 20009, USA|Sports/Physical Recreation|Instructor|10/1/2022|Less than 20 hour/month - 0 during trading hours|Leading group fitness classes for compensation, there are no financial services or investment related responsibilities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-18
  • S66 Uniform Combined State Law Examination
    2024-05-18

View on SEC IAPD

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LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
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