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Diego Cardoso-Pereira

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 2026-06-16
  • FL RA
    APPROVED
    Since 2026-06-16

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, 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
Stonex Financial Inc. Alpharetta GA 05/2020 05/2021
Bank Of New York Orlando FL 01/2017 03/2018
Ed Morse Cadillac Delray Beach FL 07/2016 01/2017
Cowen Inc. Orlando FL 04/2018 05/2019
Voya Investment Management Sandy Springs GA 05/2019 04/2020
Stonex Group Inc. New York NY 05/2020 05/2021
Fidelity Investments Jacksonville FL 05/2021 05/2022
Fidelity Investments Boston MA 03/2025 05/2026
Fidelity Investments Altamonte Springs FL 05/2022 01/2023
Fidelity Investments Altamonte Springs FL 01/2023 11/2023
Fidelity Investments Winter Park FL 11/2023 03/2025
Charles Schwab & Co., Inc. Orlando FL 05/2026 Present
Charles Schwab Bank, Ssb Orlando FL 05/2026 Present
  • 05/2020 → 05/2021
    Stonex Financial Inc.
    Alpharetta, GA
  • 01/2017 → 03/2018
    Bank Of New York
    Orlando, FL
  • 07/2016 → 01/2017
    Ed Morse Cadillac
    Delray Beach, FL
  • 04/2018 → 05/2019
    Cowen Inc.
    Orlando, FL
  • 05/2019 → 04/2020
    Voya Investment Management
    Sandy Springs, GA
  • 05/2020 → 05/2021
    Stonex Group Inc.
    New York, NY
  • 05/2021 → 05/2022
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → 05/2026
    Fidelity Investments
    Boston, MA
  • 05/2022 → 01/2023
    Fidelity Investments
    Altamonte Springs, FL
  • 01/2023 → 11/2023
    Fidelity Investments
    Altamonte Springs, FL
  • 11/2023 → 03/2025
    Fidelity Investments
    Winter Park, FL
  • 05/2026 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2026 → Present
    Charles Schwab Bank, Ssb
    Orlando, FL
Previous Registrations
  • 2025-03-31 → 2026-05-26
    Strategic Advisers Llc
    Orlando, FL
    Winter Park, FL
    Orlando, FL
    Altamonte Springs, FL
    Boston, MA
  • 2021-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-08
S63 Uniform Securities Agent State Law Examination 2020-08-01
  • S66 Uniform Combined State Law Examination
    2021-09-08
  • S63 Uniform Securities Agent State Law Examination
    2020-08-01
Other Names
  • Diego Fillipe Cardoso-Pereira
  • Diego Cardoso
  • Diego Cardoso-Pereira

View on SEC IAPD

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