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Nathan Alan Green

Charles Schwab & Co., Inc.

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 2025-06-11
  • FL RA
    APPROVED
    Since 2025-06-11

Branch Locations

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
Suntrust Investment Services,Inc. Atlanta GA 01/2018 04/2021
Suntrust Bank Lake Mary FL 01/2018 04/2021
Suntrust Bank Heathrow FL 01/2015 12/2017
Suntrust Advisory Services, Inc. Atlanta GA 01/2020 04/2021
First Horizon Orlando FL 04/2021 05/2025
Charles Schwab & Co., Inc. Orlando FL 05/2025 Present
Charles Schwab Bank Orlando FL 05/2025 Present
  • 01/2018 → 04/2021
    Suntrust Investment Services,Inc.
    Atlanta, GA
  • 01/2018 → 04/2021
    Suntrust Bank
    Lake Mary, FL
  • 01/2015 → 12/2017
    Suntrust Bank
    Heathrow, FL
  • 01/2020 → 04/2021
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 04/2021 → 05/2025
    First Horizon
    Orlando, FL
  • 05/2025 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2025 → Present
    Charles Schwab Bank
    Orlando, FL
Previous Registrations
  • 2021-08-23 → 2025-04-25
    First Horizon Advisors, Inc.
    Orlando, FL
  • 2020-01-24 → 2021-04-05
    Truist Advisory Services, Inc.
    Lake Mary, FL
    Lake Mary, FL
    Altamonte Springs, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-03-17
  • S63 Uniform Securities Agent State Law Examination
    2018-03-17
Designations
Other Names
  • Nate Green
  • Nathan A Green
  • Nathan Green

View on SEC IAPD

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Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

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