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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-16
  • PA RA
    APPROVED
    Since 2025-05-16

Branch Locations

200 West Lancaster Ave, Wayne, PA 19087-4046 • 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
The Vanguard Group, Inc. Malvern PA 09/2023 Present
Southern New Hampshire University Manchester NH 08/2022 Present
Genoa Healthcare Bryn Mawr PA 08/2021 04/2023
Foot And Ankle Center Bryn Mawr PA 06/2019 08/2021
Advanced Rx Plymouth Meeting PA 01/2017 05/2019
Cvs Health Royersford PA 09/2013 04/2017
Charles Schwab & Co., Inc. Wayne PA 05/2024 Present
Unemployed West Chester PA 02/2024 05/2024
Vanguard Malvern PA 09/2023 02/2024
Unemployed Conshohocken PA 04/2023 09/2023
Genoa Healthcare Bryn Mawr PA 08/2021 04/2023
Foot And Ankle Center Bryn Mawr PA 08/2019 08/2021
Advanced Rx Plymouth Meeting PA 01/2017 08/2019
Cvs Health Royersford PA 08/2011 04/2017
Charles Schwab Bank Ssb Wayne PA 05/2024 Present
  • 09/2023 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2022 → Present
    Southern New Hampshire University
    Manchester, NH
  • 08/2021 → 04/2023
    Genoa Healthcare
    Bryn Mawr, PA
  • 06/2019 → 08/2021
    Foot And Ankle Center
    Bryn Mawr, PA
  • 01/2017 → 05/2019
    Advanced Rx
    Plymouth Meeting, PA
  • 09/2013 → 04/2017
    Cvs Health
    Royersford, PA
  • 05/2024 → Present
    Wayne, PA
  • 02/2024 → 05/2024
    Unemployed
    West Chester, PA
  • 09/2023 → 02/2024
    Vanguard
    Malvern, PA
  • 04/2023 → 09/2023
    Unemployed
    Conshohocken, PA
  • 08/2021 → 04/2023
    Genoa Healthcare
    Bryn Mawr, PA
  • 08/2019 → 08/2021
    Foot And Ankle Center
    Bryn Mawr, PA
  • 01/2017 → 08/2019
    Advanced Rx
    Plymouth Meeting, PA
  • 08/2011 → 04/2017
    Cvs Health
    Royersford, PA
  • 05/2024 → Present
    Charles Schwab Bank Ssb
    Wayne, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
  • S66 Uniform Combined State Law Examination
    2025-05-16

View on SEC IAPD

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