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Matthew Nastasi

Charles Schwab & Co., Inc.

Sarasota, 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 2024-06-18
TX RA APPROVED 2023-09-19
  • FL RA
    APPROVED
    Since 2024-06-18
  • TX RA
    APPROVED
    Since 2023-09-19

Branch Locations

100 University Town Center Drive, Sarasota, FL 34243 • 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
Full-Time Education Winter Garden FL 01/2013 06/2017
Mcdonald's Windermere FL 07/2017 12/2017
Publix Ocoee FL 02/2018 07/2018
Aji Sushi Teppan Winter Garden FL 08/2018 11/2018
Deep South Lacrosse Maitland FL 12/2018 08/2020
Capital City Country Club Tallahassee FL 10/2020 08/2021
Full-Time Education Tallahassee FL 09/2021 01/2022
American Valet Services Tallahassee FL 02/2022 04/2023
Divine Wealth Strategies Atlanta GA 05/2022 06/2022
Sailfish Marketing Cincinnati OH 02/2023 04/2023
Charles Schwab & Co., Inc. Sarasota FL 06/2023 Present
Charles Schwab Bank, Ssb Sarasota FL 03/2024 Present
  • 01/2013 → 06/2017
    Full-Time Education
    Winter Garden, FL
  • 07/2017 → 12/2017
    Mcdonald's
    Windermere, FL
  • 02/2018 → 07/2018
    Publix
    Ocoee, FL
  • 08/2018 → 11/2018
    Aji Sushi Teppan
    Winter Garden, FL
  • 12/2018 → 08/2020
    Deep South Lacrosse
    Maitland, FL
  • 10/2020 → 08/2021
    Capital City Country Club
    Tallahassee, FL
  • 09/2021 → 01/2022
    Full-Time Education
    Tallahassee, FL
  • 02/2022 → 04/2023
    American Valet Services
    Tallahassee, FL
  • 05/2022 → 06/2022
    Divine Wealth Strategies
    Atlanta, GA
  • 02/2023 → 04/2023
    Sailfish Marketing
    Cincinnati, OH
  • 06/2023 → Present
    Charles Schwab & Co., Inc.
    Sarasota, FL
  • 03/2024 → Present
    Charles Schwab Bank, Ssb
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-15
  • S66 Uniform Combined State Law Examination
    2023-09-15
Designations

View on SEC IAPD

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