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Daniel Joseph Marino

Charles Schwab & Co., Inc.

Orlando, FL

CRD 7577070

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-19
  • FL RA
    APPROVED
    Since 2026-08-19

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
Charles Schwab & Co., Inc. Orlando FL 07/2022 Present
Westward Alliance Springfield MO 01/2021 07/2021
Westward Real Estate Springfield MO 06/2020 01/2021
Granbury Baptist Church Granbury TX 06/2018 06/2020
Q.C Moto Springfield MO 04/2017 06/2018
Baptist Bible College Springfield MO 05/2014 08/2017
Full Time Education Springfield MO 01/2013 05/2019
Unemployed Springfield MO 07/2021 07/2022
  • 07/2022 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 01/2021 → 07/2021
    Westward Alliance
    Springfield, MO
  • 06/2020 → 01/2021
    Westward Real Estate
    Springfield, MO
  • 06/2018 → 06/2020
    Granbury Baptist Church
    Granbury, TX
  • 04/2017 → 06/2018
    Q.C Moto
    Springfield, MO
  • 05/2014 → 08/2017
    Baptist Bible College
    Springfield, MO
  • 01/2013 → 05/2019
    Full Time Education
    Springfield, MO
  • 07/2021 → 07/2022
    Unemployed
    Springfield, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-18
S63 Uniform Securities Agent State Law Examination 2022-12-30
  • S66 Uniform Combined State Law Examination
    2026-08-18
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
Other Names
  • Daniel J. Marino
  • Daniel Marino

View on SEC IAPD

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