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Andrew Corry Beckstrand

Charles Schwab & Co., Inc.

Orlando, FL

San Diego, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-24
  • CA RA
    APPROVED
    Since 2024-07-24

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States

San Diego, CA • 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
E*Trade Securities Llc San Diego CA 08/2016 11/2018
E*Trade Capital Management Llc San Diego CA 05/2018 11/2018
Cuso Financial Services, Lp San Diego CA 11/2018 09/2021
Fidelity Brokerage Services Llc San Diego CA 09/2021 09/2022
Td Ameritrade San Diego CA 09/2022 06/2024
Charles Schwab And Co., Inc. Omaha NE 03/2023 Present
  • 08/2016 → 11/2018
    E*Trade Securities Llc
    San Diego, CA
  • 05/2018 → 11/2018
    E*Trade Capital Management Llc
    San Diego, CA
  • 11/2018 → 09/2021
    Cuso Financial Services, Lp
    San Diego, CA
  • 09/2021 → 09/2022
    Fidelity Brokerage Services Llc
    San Diego, CA
  • 09/2022 → 06/2024
    Td Ameritrade
    San Diego, CA
  • 03/2023 → Present
    Charles Schwab And Co., Inc.
    Omaha, NE
Previous Registrations
  • 2021-11-26 → 2022-09-21
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2018-11-28 → 2021-08-31
    Cuso Financial Services, L.P.
    San Diego, CA
  • 2020-02-25 → 2021-08-31
    Sorrento Pacific Financial, Llc
    San Diego, CA
  • 2018-06-26 → 2018-11-29
    Harrisdirect Llc
    San Diego, CA
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-26
  • S66 Uniform Combined State Law Examination
    2018-06-26
Other Names
  • Andrew Corry Beckstrand
  • Andrew Beckstrand

View on SEC IAPD

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