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Lisa Mary Villamizar

Charles Schwab & Co., Inc.

Mt. Pleasant, SC

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-13
SC RA APPROVED 2023-07-10
  • GA RA
    APPROVED
    Since 2025-01-13
  • SC RA
    APPROVED
    Since 2023-07-10

Branch Locations

962 Houston Northcutt Blvd Suite 100, Mt. Pleasant, SC 29464 • 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
The Vanguard Group, Inc. Charlotte NC 01/2017 09/2019
The North Face Charlotte NC 09/2016 01/2017
Apollon Wealth Management Mt Pleasant SC 06/2020 11/2020
Fidelity Investments Mt Pleasant SC 11/2020 06/2023
Unemployed Charlotte NC 09/2019 06/2020
Charles Schwab & Co., Inc. Mt. Pleasant SC 06/2023 Present
Charles Schwab Bank, Ssb Mt. Pleasant SC 06/2023 Present
  • 01/2017 → 09/2019
    The Vanguard Group, Inc.
    Charlotte, NC
  • 09/2016 → 01/2017
    The North Face
    Charlotte, NC
  • 06/2020 → 11/2020
    Apollon Wealth Management
    Mt Pleasant, SC
  • 11/2020 → 06/2023
    Fidelity Investments
    Mt Pleasant, SC
  • 09/2019 → 06/2020
    Unemployed
    Charlotte, NC
  • 06/2023 → Present
    Charles Schwab & Co., Inc.
    Mt. Pleasant, SC
  • 06/2023 → Present
    Charles Schwab Bank, Ssb
    Mt. Pleasant, SC
Previous Registrations
  • 2021-02-08 → 2023-06-14
    Fidelity Personal And Workplace Advisors
    Mount Pleasant, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-01
S63 Uniform Securities Agent State Law Examination 2017-03-07
  • S65 Uniform Investment Adviser Law Examination
    2021-02-01
  • S63 Uniform Securities Agent State Law Examination
    2017-03-07
Other Names
  • Lisa Mary Hughes
  • Lisa Villamizar
  • Lisa Hughes Villamizar

View on SEC IAPD

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Other Offices

PALMETTO COAST ADVISORS, INC. · MT. PLEASANT, SC
LPL FINANCIAL LLC · MT. PLEASANT, SC
OCEANSIDE ADVISORS LLC · MOUNT PLEASANT, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC
CREATIVEONE WEALTH, LLC · Mount Pleasant, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC
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