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Francesco Anthony Puopolo

Charles Schwab & Co., Inc.

Burlington, MA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-05-09
  • NH RA
    APPROVED
    Since 2022-05-09

Branch Locations

54 Mall Rd, Burlington, MA 01803-4556 • 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
Citizens Securities, Inc Medford MA 09/2019 09/2020
Citizens Securities, Inc. Medford MA 06/2019 09/2019
Suffolk University Boston MA 09/2015 05/2019
R&A Industries Inc. Medford MA 06/2010 04/2018
Peapod By Stop And Shop North Reading MA 05/2014 10/2016
Citizens Bank Medford MA 04/2017 04/2018
Lincoln Financial Group (Raskin Planning) Boston MA 03/2018 03/2019
R&A Industries Inc. Medford MA 04/2019 Present
Citizens Securities, Inc Medford MA 09/2020 07/2021
Citizens Securities, Inc. Medford MA 07/2021 04/2022
Charles Schwab & Co., Inc. Burlington MA 04/2022 Present
Charles Schwab Bank, Ssb Burlington MA 04/2022 Present
  • 09/2019 → 09/2020
    Medford, MA
  • 06/2019 → 09/2019
    Medford, MA
  • 09/2015 → 05/2019
    Suffolk University
    Boston, MA
  • 06/2010 → 04/2018
    R&A Industries Inc.
    Medford, MA
  • 05/2014 → 10/2016
    Peapod By Stop And Shop
    North Reading, MA
  • 04/2017 → 04/2018
    Citizens Bank
    Medford, MA
  • 03/2018 → 03/2019
    Lincoln Financial Group (Raskin Planning)
    Boston, MA
  • 04/2019 → Present
    R&A Industries Inc.
    Medford, MA
  • 09/2020 → 07/2021
    Medford, MA
  • 07/2021 → 04/2022
    Medford, MA
  • 04/2022 → Present
    Burlington, MA
  • 04/2022 → Present
    Charles Schwab Bank, Ssb
    Burlington, MA
Previous Registrations
Other Businesses

1) R&A Industries Inc.|Investment Related: No|47 Hall Street, Medford, MA, 02155, USA|Hydraulic Hose and Fitting Assembly and Distribution|Office Manager|7/1/2011|Less than 20 hour/month - 0 during trading hours|Manage various office related and clerical tasks such as accounts receivable/payable, client communications, and general customer service. , 2) Rental Property Income|Investment Related: No|14-16 Pondover Road, Billerica, MA, 01821, United States|Real Estate (Non-Agent/Broker)|Landlord/Owner|4/24/2024|Less than 20 hour/month - 0 during trading hours|This is a 2-family residential property in which I receive rental income from. My responsibilities include general upkeep and maintenance of the property and responding to tenant issues/requests.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-24
S63 Uniform Securities Agent State Law Examination 2019-08-12
  • S65 Uniform Investment Adviser Law Examination
    2020-01-24
  • S63 Uniform Securities Agent State Law Examination
    2019-08-12
Other Names
  • Frank Puopolo
  • Frankie Puopolo

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