Best Investors Account Sign in

Katerine Patino Madrigal

Charles Schwab & Co., Inc.

Atlanta, GA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-18
  • GA RA
    APPROVED
    Since 2026-02-18

Branch Locations

3260 Walton Riverwood Lane, Atlanta, GA 30339 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marietta GA 01/2018 09/2024
Boston Housing Authority Boston MA 09/2017 01/2018
Starbucks Miami FL 05/2013 09/2016
Full Time Education Miami FL 08/2011 08/2017
Bank Of America, N.A Marietta GA 03/2024 09/2024
Charles Schwab & Co., Inc. Atlanta GA 12/2024 Present
Unemployed Dunwoody GA 09/2024 12/2024
Charles Schwab Bank Atlanta GA 12/2024 Present
  • 01/2018 → 09/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Marietta, GA
  • 09/2017 → 01/2018
    Boston Housing Authority
    Boston, MA
  • 05/2013 → 09/2016
    Starbucks
    Miami, FL
  • 08/2011 → 08/2017
    Full Time Education
    Miami, FL
  • 03/2024 → 09/2024
    Bank Of America, N.A
    Marietta, GA
  • 12/2024 → Present
    Charles Schwab & Co., Inc.
    Atlanta, GA
  • 09/2024 → 12/2024
    Unemployed
    Dunwoody, GA
  • 12/2024 → Present
    Charles Schwab Bank
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-17
  • S66 Uniform Combined State Law Examination
    2026-02-17
Other Names
  • Katherine Patino Madrigal
  • Katerine Patino-Madrigal

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor