David E Link

CRD 1948400 · Charles Schwab & Co., Inc. · Orlando, FL

IA RegisteredBroker

Also appears in the source record as: David Edwin Link; David Link

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): SIESeries 7Series 10Series 9Series 24Series 8Series 66Series 63
Registered states (2): Florida · Texas
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (17)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Orlando, FL · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Orlando, FL · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Orlando, FL · IA capacity

start not retrieved → present
Pruco Securities, LLC.
Orlando, FL · BC capacity

Mar 29, 2023 → Dec 10, 2024
Prudential Financial Planning Services
Altamonte Springs, FL · IA capacity

Oct 6, 2023 → Nov 12, 2024
Mml Investors Services, LLC
Springfield, MA · BC capacity

Mar 25, 2017 → Mar 3, 2023
Msi Financial Services, Inc.
Springfield, MA · BC capacity

Oct 21, 2004 → Mar 25, 2017
Metlife Investors Distribution Company
New York City, NY · BC capacity

Jan 20, 2012 → Jul 8, 2016
New England Securities
New York, NY · BC capacity

Jan 20, 2012 → Jan 2, 2015
Walnut Street Securities, Inc.
El Segundo, CA · BC capacity

Jan 20, 2012 → Sep 6, 2013
Tower Square Securities, Inc.
El Segundo, CA · BC capacity

Jan 20, 2012 → Sep 6, 2013
Metropolitan Life Insurance Company
New York, NY · BC capacity

Oct 21, 2004 → Jul 9, 2007
G. A. Repple & Company
Casselberry, FL · BC capacity

Mar 24, 2003 → Dec 4, 2003
Wachovia Securities, Inc.
Orlando, FL · IA capacity

Oct 1, 2000 → Dec 16, 2002
Wachovia Securities, Inc.
St. Louis, MO · BC capacity

Oct 1, 2000 → Dec 16, 2002
First Union Brokerage Services, Inc.
Charlotte, NC · BC capacity

Feb 24, 2000 → Oct 1, 2000
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

May 29, 1991 → Jul 31, 1992

Source & corrections

Where this page comes from

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