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Alexa Marx Gillett

Charles Schwab & Co., Inc.

Portsmouth, NH

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-05-14
  • NH RA
    APPROVED
    Since 2026-05-14

Branch Locations

100 Market St. 4Th Floor, Portsmouth, NH 03801 • 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 Commonwealth Agency Fishkill NY 01/2014 08/2023
Charles Schwab & Co., Inc. Portsmouth NH 06/2024 Present
Aileen Dugan State Farm Portsmouth NH 10/2022 08/2023
Full Time Education Durham NH 08/2020 05/2024
Charles Schwab Bank Portsmouth NH 06/2024 Present
  • 01/2014 → 08/2023
    The Commonwealth Agency
    Fishkill, NY
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Portsmouth, NH
  • 10/2022 → 08/2023
    Aileen Dugan State Farm
    Portsmouth, NH
  • 08/2020 → 05/2024
    Full Time Education
    Durham, NH
  • 06/2024 → Present
    Charles Schwab Bank
    Portsmouth, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-14
  • S66 Uniform Combined State Law Examination
    2026-05-14
Other Names
  • Alexa Gillett

View on SEC IAPD

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JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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