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Mohammad Reza Aboudi

Charles Schwab & Co., Inc.

Reston, VA

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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 2024-05-30
  • VA RA
    APPROVED
    Since 2024-05-30

Branch Locations

11953 Freedom Drive, Reston, VA 20190 • 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
Wells Fargo Clearing Services, Llc Vienna VA 02/2023 05/2024
Wells Fargo Bank, Na Vienna VA 02/2023 05/2024
Pnc Bank Mclean VA 02/2018 02/2023
Capital One Tyson's Corner VA 08/2016 12/2017
El Fresco Centerville VA 12/2017 06/2018
Full Time Education Sterling VA 06/2014 05/2019
Charles Schwab & Co., Inc. Reston VA 05/2024 Present
Charles Schwab Bank, Ssb Reston VA 05/2024 Present
  • 02/2023 → 05/2024
    Wells Fargo Clearing Services, Llc
    Vienna, VA
  • 02/2023 → 05/2024
    Wells Fargo Bank, Na
    Vienna, VA
  • 02/2018 → 02/2023
    Pnc Bank
    Mclean, VA
  • 08/2016 → 12/2017
    Capital One
    Tyson's Corner, VA
  • 12/2017 → 06/2018
    El Fresco
    Centerville, VA
  • 06/2014 → 05/2019
    Full Time Education
    Sterling, VA
  • 05/2024 → Present
    Charles Schwab & Co., Inc.
    Reston, VA
  • 05/2024 → Present
    Charles Schwab Bank, Ssb
    Reston, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-17
S63 Uniform Securities Agent State Law Examination 2023-06-20
  • S65 Uniform Investment Adviser Law Examination
    2023-08-17
  • S63 Uniform Securities Agent State Law Examination
    2023-06-20
Other Names
  • Mohammad Reza Aboudi
  • Moe Aboudi
  • Mohammad Aboudi

View on SEC IAPD

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Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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