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Basil Ahmed

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 2026-07-15
  • FL RA
    APPROVED
    Since 2026-07-15

Branch Locations

70 S. Keller Road, 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
Merrill Lynch, Pierce, Fenner & Smith Inc. Clermont FL 08/2019 10/2022
Bank Of America, N.A. Clermont FL 08/2019 10/2022
Penske Automotive Group Orlando FL 09/2014 08/2019
Bank Of New York Pershing Lake Mary FL 02/2024 06/2026
Bank Of New York Mellon Orlando FL 11/2022 02/2024
Charles Schwab & Co, Inc Orlando FL 06/2026 Present
  • 08/2019 → 10/2022
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Clermont, FL
  • 08/2019 → 10/2022
    Bank Of America, N.A.
    Clermont, FL
  • 09/2014 → 08/2019
    Penske Automotive Group
    Orlando, FL
  • 02/2024 → 06/2026
    Bank Of New York Pershing
    Lake Mary, FL
  • 11/2022 → 02/2024
    Bank Of New York Mellon
    Orlando, FL
  • 06/2026 → Present
    Charles Schwab & Co, Inc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-15
  • S66 Uniform Combined State Law Examination
    2020-12-15

View on SEC IAPD

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