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Kelvin Acevedo-Liz

Charles Schwab & Co., Inc.

Forest Hills, NY

Garden City, NY

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-06-09
  • NY RA
    APPROVED
    Since 2022-06-09

Branch Locations

72-19 Austin St Ground Floor, Forest Hills, NY 11375 • United States

600 Old Country Road, Garden City, NY 11530-2045 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 07/2015 05/2022
Bank Of America, N.A. New York NY 07/2015 05/2022
Charles Schwab & Co., Inc. Forest Hills NY 05/2022 Present
Charles Schwab Bank, Ssb Forest Hills NY 05/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-05
  • S66 Uniform Combined State Law Examination
    2017-10-05
Other Names
  • Kelvin Liz
  • Kelvin Acevedoliz

View on SEC IAPD

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LPL FINANCIAL LLC · FOREST HILLS, NY
AMERIPRISE FINANCIAL SERVICES, LLC · FOREST HILLS, NY
CITIGROUP GLOBAL MARKETS INC. · FOREST HILLS, NY
CETERA INVESTMENT ADVISERS LLC · FOREST HILLS, NY
J.P. MORGAN SECURITIES LLC · FOREST HILLS, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOREST HILLS, NY

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