Patrick Lynch

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-16

FL RA
APPROVED

Since 2026-06-16

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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

Organization	City	State	From	To
Dairy Queen	Oviedo	FL	07/2017	07/2018
Florida League Of Cities	Orlando	FL	05/2021	07/2021
Full Time Education	Oviedo	FL	08/2014	05/2018
Full Time Education	Gainesville	FL	08/2018	04/2022
Dairy Queen	Oviedo	FL	05/2019	08/2019
Extended Travel	Oviedo	FL	05/2022	08/2023
Unemployed	Oviedo	FL	08/2023	04/2024
Charles Schwab & Co., Inc	Orlando	FL	04/2024	Present

07/2017 → 07/2018

Dairy Queen

Oviedo, FL
05/2021 → 07/2021

Florida League Of Cities

Orlando, FL
08/2014 → 05/2018

Full Time Education

Oviedo, FL
08/2018 → 04/2022

Full Time Education

Gainesville, FL
05/2019 → 08/2019

Dairy Queen

Oviedo, FL
05/2022 → 08/2023

Extended Travel

Oviedo, FL
08/2023 → 04/2024

Unemployed

Oviedo, FL
04/2024 → Present

Charles Schwab & Co., Inc

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-15
S63	Uniform Securities Agent State Law Examination	2024-07-30

S66 Uniform Combined State Law Examination

2026-06-15
S63 Uniform Securities Agent State Law Examination

2024-07-30

View on SEC IAPD

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