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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-12-03
  • MD RA
    APPROVED
    Since 2025-12-03

Branch Locations

218 N Washington Street, Suite #5, Easton, MD 21601-3153 • 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
Charles Schwab Easton MD 06/2023 Present
Choptank Transport Preston MD 06/2021 05/2023
Consolidated Electrical Distributors Salisbury MD 01/2021 05/2021
Full Time Education Salisbury MD 08/2017 05/2021
Full Time Education Easton MD 08/2013 05/2017
Rise Up Coffee Roasters Easton MD 05/2019 01/2021
Ymca Of The Chesapeake Easton MD 06/2015 08/2018
Tcy Swimming Easton MD 08/2021 Present
Miles River Yacht Club St Michaels MD 05/2019 08/2019
Oxford Boat Yard & Marina Oxford MD 05/2018 08/2018
Talbot Swim Club Easton MD 05/2022 Present
Bright Title And Law Salisbury MD 02/2020 08/2020
  • 06/2023 → Present
    Charles Schwab
    Easton, MD
  • 06/2021 → 05/2023
    Choptank Transport
    Preston, MD
  • 01/2021 → 05/2021
    Consolidated Electrical Distributors
    Salisbury, MD
  • 08/2017 → 05/2021
    Full Time Education
    Salisbury, MD
  • 08/2013 → 05/2017
    Full Time Education
    Easton, MD
  • 05/2019 → 01/2021
    Rise Up Coffee Roasters
    Easton, MD
  • 06/2015 → 08/2018
    Ymca Of The Chesapeake
    Easton, MD
  • 08/2021 → Present
    Tcy Swimming
    Easton, MD
  • 05/2019 → 08/2019
    Miles River Yacht Club
    St Michaels, MD
  • 05/2018 → 08/2018
    Oxford Boat Yard & Marina
    Oxford, MD
  • 05/2022 → Present
    Talbot Swim Club
    Easton, MD
  • 02/2020 → 08/2020
    Bright Title And Law
    Salisbury, MD
Other Businesses

1) TCY Swimming | Investment Related:No|202 Peachblossom Rd|Easton|Maryland|21601|USA|Sports/Physical Recreation|Assistant Swim Coach|9/4/2021|20-40|0|Coaching age group swimmers, writing swim practices, attending swimming competitions and operating the team website and social platforms

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-03
  • S66 Uniform Combined State Law Examination
    2025-12-03

View on SEC IAPD

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