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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 2026-07-28
  • FL RA
    APPROVED
    Since 2026-07-28

Branch Locations

150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States

520 Linton Blvd, Delray Beach, FL 33444 • 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
Merit Financial Advisors Boca Raton FL 06/2024 08/2024
Leeward Financial Group Fort Lauderdale FL 09/2025 12/2025
Charles Schwab & Co., Inc. Delray Beach FL 01/2026 Present
Gerald R Angers Pa Delray FL 06/2020 12/2025
Full Time Education Boca Raton FL 08/2014 06/2017
Full Time Education Boca Raton FL 07/2017 06/2021
Full Time Education Tallahassee FL 07/2021 05/2025
Charles Schwab Bank, Ssb Delray Beach FL 01/2026 Present
  • 06/2024 → 08/2024
    Merit Financial Advisors
    Boca Raton, FL
  • 09/2025 → 12/2025
    Leeward Financial Group
    Fort Lauderdale, FL
  • 01/2026 → Present
    Delray Beach, FL
  • 06/2020 → 12/2025
    Gerald R Angers Pa
    Delray, FL
  • 08/2014 → 06/2017
    Full Time Education
    Boca Raton, FL
  • 07/2017 → 06/2021
    Full Time Education
    Boca Raton, FL
  • 07/2021 → 05/2025
    Full Time Education
    Tallahassee, FL
  • 01/2026 → Present
    Charles Schwab Bank, Ssb
    Delray Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-27
  • S66 Uniform Combined State Law Examination
    2026-07-27
Other Names
  • Brooke Mackenzie Angers

View on SEC IAPD

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