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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-12-21
  • VA RA
    APPROVED
    Since 2021-12-21

Branch Locations

1920 Ballenger Ave Suite 120, Alexandria, VA 22314-6818 • United States

1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • 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
E*Trade Securities Llc Sandy UT 03/2018 08/2018
England Logistics Salt Lake City UT 06/2017 03/2018
University Of Utah Salt Lake City UT 10/2015 04/2017
E*Trade Securities Llc Sandy UT 08/2018 01/2019
Fidelity Brokerage Services Llc Salt Lake City UT 01/2019 06/2021
Cetera Advisor Networks El Segundo CA 06/2021 10/2021
Altura Financial Advisors Salt Lake City UT 06/2021 10/2021
Charles Schwab & Co.,Inc Alexandria VA 12/2021 Present
Charles Schwab Bank, Ssb Alexandria VA 12/2021 Present
  • 03/2018 → 08/2018
    E*Trade Securities Llc
    Sandy, UT
  • 06/2017 → 03/2018
    England Logistics
    Salt Lake City, UT
  • 10/2015 → 04/2017
    University Of Utah
    Salt Lake City, UT
  • 08/2018 → 01/2019
    E*Trade Securities Llc
    Sandy, UT
  • 01/2019 → 06/2021
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 06/2021 → 10/2021
    Cetera Advisor Networks
    El Segundo, CA
  • 06/2021 → 10/2021
    Altura Financial Advisors
    Salt Lake City, UT
  • 12/2021 → Present
    Charles Schwab & Co.,Inc
    Alexandria, VA
  • 12/2021 → Present
    Charles Schwab Bank, Ssb
    Alexandria, VA
Previous Registrations
  • 2021-06-23 → 2021-11-01
    Cetera Wealth Services, Llc
    Salt Lake City, UT
  • 2020-07-22 → 2021-06-18
    Fidelity Personal And Workplace Advisors
    Ogden, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-17
S63 Uniform Securities Agent State Law Examination 2018-04-30
  • S66 Uniform Combined State Law Examination
    2020-07-17
  • S63 Uniform Securities Agent State Law Examination
    2018-04-30
Designations
Other Names
  • Jordan Ciulla
  • Jordan A Ciulla

View on SEC IAPD

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