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K Wyatt Wilmshurst

Charles Schwab & Co., Inc.

Chestnut Hill, 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
TX RA APPROVED 2025-09-16
  • TX RA
    APPROVED
    Since 2025-09-16

Branch Locations

1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • 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
Fidelity Investments Merrimack NH 06/2023 08/2025
Baystate Financial Boston MA 05/2022 08/2022
Mittiga Renovations Massena NY 06/2021 08/2021
Mittiga Renovations Massena NY 06/2020 08/2020
Mittiga Renovations Massena NY 06/2019 08/2019
Massena Savings Loan Massena NY 02/2019 06/2019
Unemployed Massena NY 09/2018 02/2019
Mittiga Renovations Massena NY 06/2018 09/2018
Unemployed Massena NY 09/2017 06/2018
Mittiga Renovations Massena NY 06/2017 09/2017
Full Time Education Lake Placid NY 09/2016 05/2017
Full Time Education Fitchburg MA 09/2019 05/2023
Charles Schwab & Co., Inc. Chestnut Hill MA 08/2025 Present
Unemployed Massena NY 06/2016 09/2016
Full Time Education Fitchburg MA 09/2020 05/2021
Full Time Education Fitchburg MA 09/2021 05/2022
Full Time Education Fitchburg MA 09/2022 05/2023
Charles Schwab Bank, Ssb Chestnut Hill MA 08/2025 Present
  • 06/2023 → 08/2025
    Fidelity Investments
    Merrimack, NH
  • 05/2022 → 08/2022
    Baystate Financial
    Boston, MA
  • 06/2021 → 08/2021
    Mittiga Renovations
    Massena, NY
  • 06/2020 → 08/2020
    Mittiga Renovations
    Massena, NY
  • 06/2019 → 08/2019
    Mittiga Renovations
    Massena, NY
  • 02/2019 → 06/2019
    Massena Savings Loan
    Massena, NY
  • 09/2018 → 02/2019
    Unemployed
    Massena, NY
  • 06/2018 → 09/2018
    Mittiga Renovations
    Massena, NY
  • 09/2017 → 06/2018
    Unemployed
    Massena, NY
  • 06/2017 → 09/2017
    Mittiga Renovations
    Massena, NY
  • 09/2016 → 05/2017
    Full Time Education
    Lake Placid, NY
  • 09/2019 → 05/2023
    Full Time Education
    Fitchburg, MA
  • 08/2025 → Present
    Charles Schwab & Co., Inc.
    Chestnut Hill, MA
  • 06/2016 → 09/2016
    Unemployed
    Massena, NY
  • 09/2020 → 05/2021
    Full Time Education
    Fitchburg, MA
  • 09/2021 → 05/2022
    Full Time Education
    Fitchburg, MA
  • 09/2022 → 05/2023
    Full Time Education
    Fitchburg, MA
  • 08/2025 → Present
    Charles Schwab Bank, Ssb
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-16
S63 Uniform Securities Agent State Law Examination 2023-09-18
  • S66 Uniform Combined State Law Examination
    2025-09-16
  • S63 Uniform Securities Agent State Law Examination
    2023-09-18
Other Names
  • Wyatt Wilmshurst

View on SEC IAPD

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Other Offices

SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
STRATEGIC ADVISERS LLC · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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