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Detailed Report
Matthew Taylor Parmelee
Matt Parmelee
CRD#: 6830545
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 7401 Wisconsin Ave
Suite 100
Bethesda, MD 20814-3400
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - Present (7 years)
License(s)

State Registrations

B
California 12/21/2017
B
Nevada 2/21/2024
B
Colorado 11/6/2017
B
New Jersey 1/2/2018
B
Connecticut 9/14/2019
B
New York 1/2/2018
B
Delaware 1/26/2022
B
North Carolina 4/3/2023
B
District of Columbia 5/14/2019
B
Ohio 9/28/2022
B
Florida 1/2/2018
B
Pennsylvania 1/9/2022
B
Illinois 9/16/2022
B
Tennessee 1/9/2022
B
Louisiana 7/13/2022
B
Texas 7/13/2022
B
Maryland 5/2/2019
B
Utah 8/3/2022
IA
Maryland 5/2/2019
B
Vermont 10/20/2022
B
Massachusetts 4/3/2023
B
Virginia 5/2/2019
B
Michigan 4/3/2023
B
Washington 3/26/2021
B
Minnesota 1/11/2022
B
West Virginia 3/16/2021

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400
Registered with this firm since 12/21/2017
B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400
Registered with this firm since 11/6/2017
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.