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Dana Lomonaco

Charles Schwab & Co., Inc.

Wayne, PA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-21
  • PA RA
    APPROVED
    Since 2023-03-21

Branch Locations

200 West Lancaster Ave, Wayne, PA 19087-4046 • 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. Malvern PA 04/2017 10/2018
Anthropologie Philadelphia PA 08/2015 04/2017
Janney Montgomery Scott Llc Philadelphia PA 10/2018 10/2022
Unemployed Philadelphia PA 10/2022 02/2023
Charles Schwab & Co., Inc. Wayne PA 02/2023 Present
Td Ameritrade Inc. Radnor PA 03/2023 05/2024
Charles Schwab Bank, Ssb Wayne PA 03/2023 Present
  • 04/2017 → 10/2018
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2015 → 04/2017
    Anthropologie
    Philadelphia, PA
  • 10/2018 → 10/2022
    Janney Montgomery Scott Llc
    Philadelphia, PA
  • 10/2022 → 02/2023
    Unemployed
    Philadelphia, PA
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Wayne, PA
  • 03/2023 → 05/2024
    Td Ameritrade Inc.
    Radnor, PA
  • 03/2023 → Present
    Charles Schwab Bank, Ssb
    Wayne, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-30
S63 Uniform Securities Agent State Law Examination 2017-05-17
  • S65 Uniform Investment Adviser Law Examination
    2019-09-30
  • S63 Uniform Securities Agent State Law Examination
    2017-05-17
Designations
Other Names
  • Dana Lomonaco
  • Dana Deidra Lomonaco

View on SEC IAPD

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Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA
THE ASCENT GROUP, LLC · WAYNE, PA

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