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Allyson Rose Fine

Charles Schwab & Co., Inc.

Jacksonville, FL

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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 2026-01-03
FL RA APPROVED 2025-03-10
  • TX RA
    APPROVED
    Since 2026-01-03
  • FL RA
    APPROVED
    Since 2025-03-10

Branch Locations

4853 Town Center Parkway, Jacksonville, FL 32246 • 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
Fidelity Investments Jacksonville FL 08/2020 07/2022
Topgolf West Chester OH 01/2017 08/2019
River Capital Advisors Jacksonville FL 01/2023 08/2024
Sawgrass Country Club Ponte Vedra Beach FL 08/2019 08/2020
Full Time Education Liberty Township OH 08/2014 01/2017
Charles Schwab & Co., Inc. Jacksonville FL 08/2024 Present
Full Time Education Ponte Vedra Beach FL 07/2022 01/2023
Charles Schwab Bank, Ssb Jacksonville FL 08/2024 Present
  • 08/2020 → 07/2022
    Fidelity Investments
    Jacksonville, FL
  • 01/2017 → 08/2019
    Topgolf
    West Chester, OH
  • 01/2023 → 08/2024
    River Capital Advisors
    Jacksonville, FL
  • 08/2019 → 08/2020
    Sawgrass Country Club
    Ponte Vedra Beach, FL
  • 08/2014 → 01/2017
    Full Time Education
    Liberty Township, OH
  • 08/2024 → Present
    Charles Schwab & Co., Inc.
    Jacksonville, FL
  • 07/2022 → 01/2023
    Full Time Education
    Ponte Vedra Beach, FL
  • 08/2024 → Present
    Charles Schwab Bank, Ssb
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
  • S66 Uniform Combined State Law Examination
    2025-03-07

View on SEC IAPD

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