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Brian Zachary Cox

Charles Schwab & Co., Inc.

Amherst, NY

Pittsford, NY

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-30
  • NY RA
    APPROVED
    Since 2024-10-30

Branch Locations

8118 Transit Road, Amherst, NY 14221 • United States

1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • 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
Paychex Inc Henrietta NY 05/2023 06/2024
Idex Health And Science Henrietta NY 05/2022 05/2023
U.S. Army Fort Knox KY 05/2014 06/2021
K2 Brothers Brewing Rochester NY 06/2021 05/2022
Charles Schwab & Co., Inc. Amherst NY 07/2024 Present
Charles Schwab Bank, Ssb Amherst NY 07/2024 Present
  • 05/2023 → 06/2024
    Paychex Inc
    Henrietta, NY
  • 05/2022 → 05/2023
    Idex Health And Science
    Henrietta, NY
  • 05/2014 → 06/2021
    U.S. Army
    Fort Knox, KY
  • 06/2021 → 05/2022
    K2 Brothers Brewing
    Rochester, NY
  • 07/2024 → Present
    Charles Schwab & Co., Inc.
    Amherst, NY
  • 07/2024 → Present
    Charles Schwab Bank, Ssb
    Amherst, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-30
  • S66 Uniform Combined State Law Examination
    2024-10-30
Other Names
  • Zach Cox

View on SEC IAPD

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Other Offices

MML INVESTORS SERVICES, LLC · Amherst, NY
MML INVESTORS SERVICES, LLC · Amherst, NY
MML INVESTORS SERVICES, LLC · Amherst, NY
MCCOLLUM CHRISTOFERSON GROUP, LLC · AMHERST, NY
NOTTINGHAM ADVISORS INC. · AMHERST, NY
CITIZENS SECURITIES, INC. · Amherst, NY
MCCOLLUM CHRISTOFERSON GROUP, LLC · Amherst, NY
AMERIPRISE FINANCIAL SERVICES, LLC · AMHERST, NY

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