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Petya Georgieva Yordanova

Charles Schwab & Co., Inc.

Orlando, FL

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-28
  • FL RA
    APPROVED
    Since 2021-07-28

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States

70 S. Keller Road, Orlando, FL 32810 • 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
Charles Schwab & Co., Inc. Orlando FL 11/2017 Present
Unemployed Kissimmee FL 08/2017 11/2017
Books & Associates Cpas/Wealth Management Group,Llc Dover DE 02/2015 08/2017
  • 11/2017 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 08/2017 → 11/2017
    Unemployed
    Kissimmee, FL
  • 02/2015 → 08/2017
    Books & Associates Cpas/Wealth Management Group,Llc
    Dover, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-01
S63 Uniform Securities Agent State Law Examination 2018-04-06
  • S65 Uniform Investment Adviser Law Examination
    2021-07-01
  • S63 Uniform Securities Agent State Law Examination
    2018-04-06
Other Names
  • Petya Georgieva Battaglia

View on SEC IAPD

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