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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-06
  • FL RA
    APPROVED
    Since 2025-01-06

Branch Locations

12580 University Drive Suite 100, Fort Myers, FL 33907-5672 • United States

22780 Via Villagio Suite 108, Estero, FL 33928 • 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
Waddell And Reed, Inc. Tampa FL 01/2011 03/2017
Various Insur Carrier For W& R Insur Agnt Bonita Springs FL 07/2011 03/2017
Moors & Cabot Naples FL 03/2017 04/2018
Naples Wealth Planning Naples FL 04/2018 10/2020
World Equity Group, Inc. Arlington Heights IL 03/2020 08/2021
Naples Asset Management Co, Llc Naples FL 10/2020 12/2024
Charles Schwab & Co., Inc North Naples FL 12/2024 04/2026
Charles Schwab Bank North Naples FL 12/2024 04/2026
Charles Schwab & Co., Inc Bonita Springs FL 04/2026 Present
Charles Schwab Bank Bonita Springs FL 04/2026 Present
  • 01/2011 → 03/2017
    Waddell And Reed, Inc.
    Tampa, FL
  • 07/2011 → 03/2017
    Various Insur Carrier For W& R Insur Agnt
    Bonita Springs, FL
  • 03/2017 → 04/2018
    Moors & Cabot
    Naples, FL
  • 04/2018 → 10/2020
    Naples Wealth Planning
    Naples, FL
  • 03/2020 → 08/2021
    World Equity Group, Inc.
    Arlington Heights, IL
  • 10/2020 → 12/2024
    Naples Asset Management Co, Llc
    Naples, FL
  • 12/2024 → 04/2026
    North Naples, FL
  • 12/2024 → 04/2026
    Charles Schwab Bank
    North Naples, FL
  • 04/2026 → Present
    Bonita Springs, FL
  • 04/2026 → Present
    Charles Schwab Bank
    Bonita Springs, FL
Previous Registrations
  • 2020-10-15 → 2024-12-12
    Estero, FL
    Mooresville, NC
  • 2018-06-26 → 2020-11-19
    Capitalrock Financial, Llc
    Naples, FL
    Naples, FL
  • 2017-04-03 → 2018-05-01
    Naples, FL
  • 2011-08-05 → 2017-03-27
    Waddell & Reed
    Napa, CA
    Concord, CA
    Charleroi, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-02-15
S66 Uniform Combined State Law Examination 2011-08-04
  • S63 Uniform Securities Agent State Law Examination
    2024-02-15
  • S66 Uniform Combined State Law Examination
    2011-08-04
Designations
Other Names
  • Robin Bender
  • Robin Jean Bender
  • Robin Hanover
  • Robin Bender Hanover
  • Robin Gelser

View on SEC IAPD

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