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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 2023-02-07
  • FL RA
    APPROVED
    Since 2023-02-07

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Land O Lakes, FL • 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. Land O Lakes FL 02/2018 Present
Doco Credit Union Albany GA 05/2013 01/2018
Other Businesses

1) Banana Republic | Investment Related:No|2223 N West Shore Blvd, #262|Tampa|Fl|33607|United States|Retail|Stylist|5/26/2026|20-40|0|Connect and engage with customers to understand their styling needs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2021-07-03
  • S66 Uniform Combined State Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2021-07-03
Other Names
  • Chelsea K Young

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, TX

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