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Kristen Treglia

Charles Schwab & Co., Inc.

Columbia, MD

Towson, 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 2025-02-27
  • MD RA
    APPROVED
    Since 2025-02-27

Branch Locations

10000 Town Center Ave. Suite A, Columbia, MD 21045 • United States

2 East Joppa Road Suite 110, Towson, MD 21286 • 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
Maryland Jockey Club Baltimore MD 06/2007 06/2020
The Bridgehampton Club Bridgehampton NY 05/2016 10/2016
T. Rowe Price Owings Mills MD 01/2017 11/2018
Fidelity Investments Boston MA 06/2020 02/2025
Charles Schwab & Co., Inc. Columbia MD 02/2025 Present
Baltimore Country Club Baltimore MD 08/2018 10/2019
Eastern Pacific Apparel Shelton CT 10/2019 02/2020
Nantucket Golf Club Inc Siasconset MA 06/2021 08/2021
Morgan Stanley New York NY 02/2019 05/2019
Charles Schwab Bank, Ssb Columbia MD 02/2025 Present
  • 06/2007 → 06/2020
    Maryland Jockey Club
    Baltimore, MD
  • 05/2016 → 10/2016
    The Bridgehampton Club
    Bridgehampton, NY
  • 01/2017 → 11/2018
    T. Rowe Price
    Owings Mills, MD
  • 06/2020 → 02/2025
    Fidelity Investments
    Boston, MA
  • 02/2025 → Present
    Charles Schwab & Co., Inc.
    Columbia, MD
  • 08/2018 → 10/2019
    Baltimore Country Club
    Baltimore, MD
  • 10/2019 → 02/2020
    Eastern Pacific Apparel
    Shelton, CT
  • 06/2021 → 08/2021
    Nantucket Golf Club Inc
    Siasconset, MA
  • 02/2019 → 05/2019
    Morgan Stanley
    New York, NY
  • 02/2025 → Present
    Charles Schwab Bank, Ssb
    Columbia, MD
Previous Registrations
  • 2022-01-19 → 2025-02-11
    Fidelity Personal And Workplace Advisors
    Baltimore, MD
    Towson, MD
Other Businesses

1) Kateyes LLC | Investment Related:No|Sports/Physical Recreation|Owner - Golf Instruction |12/12/2011|Less than 20|0|Golf Instruction , 2) Columbia Association | Investment Related:No|5100 Columbia Road |Columbia |Maryland|21044|usa|Sports/Physical Recreation|Golf Instructor |6/10/2025|Less than 20|0|Golf Instruction 2) Columbia Association|Investment Related:No|5100 Columbia Road ;Columbia ;Maryland;21044;usa|Sports/Physical Recreation|Golf Instructor |2025-06-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Golf Instruction

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-14
S63 Uniform Securities Agent State Law Examination 2017-06-16
  • S66 Uniform Combined State Law Examination
    2022-01-14
  • S63 Uniform Securities Agent State Law Examination
    2017-06-16
Other Names
  • Kristen A Treglia

View on SEC IAPD

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CHRISTOPHER ANTHONY SADOWSKI
YA MENG
EMELIA ADUTWUMWAA SARBENG
ZHIYUAN ZHANG
Yan Zhang
NIANKE MA

Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
MML INVESTORS SERVICES, LLC · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD

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