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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 2026-05-15
  • TX RA
    APPROVED
    Since 2026-05-15

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
Full Time Education Braintree MA 08/2017 05/2021
Full Time Education Bristol RI 08/2021 05/2025
Braintree Golf Course Braintree MA 05/2019 08/2022
The Bulfinch Group Needham MA 05/2024 08/2024
Full Time Education Braintree MA 08/2014 05/2017
Charles Schwab & Co., Inc. Chestnut Hill MA 07/2025 Present
Charles Schwab Bank, Ssb Chestnut Hill MA 07/2025 Present
Charles Schwab Premier Bank, Ssb Chestnut Hill MA 08/2026 Present
  • 08/2017 → 05/2021
    Full Time Education
    Braintree, MA
  • 08/2021 → 05/2025
    Full Time Education
    Bristol, RI
  • 05/2019 → 08/2022
    Braintree Golf Course
    Braintree, MA
  • 05/2024 → 08/2024
    The Bulfinch Group
    Needham, MA
  • 08/2014 → 05/2017
    Full Time Education
    Braintree, MA
  • 07/2025 → Present
    Chestnut Hill, MA
  • 07/2025 → Present
    Charles Schwab Bank, Ssb
    Chestnut Hill, MA
  • 08/2026 → Present
    Charles Schwab Premier Bank, Ssb
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
  • S66 Uniform Combined State Law Examination
    2026-05-15
Other Names
  • Johnny Doherty

View on SEC IAPD

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