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Sean Timothy Reeves

Charles Schwab & Co., Inc.

Irvine, CA

CRD 4415399

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2007-08-08
  • CA RA
    APPROVED
    Since 2007-08-08

Branch Locations

2825 Main Street, Irvine, CA 92614 • 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
Charles Schwab & Co., Inc. Irvine CA 07/2007 Present
Charles Schwab Bank Ssb Irvine CA 10/2007 Present
Real Estate/Property Management Anaheim CA 03/2012 Present
  • 07/2007 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 10/2007 → Present
    Charles Schwab Bank Ssb
    Irvine, CA
  • 03/2012 → Present
    Real Estate/Property Management
    Anaheim, CA
Previous Registrations
  • 2007-07-09 → 2007-07-19
    Countrywide Investment Services, Inc.
    Irvine, CA
    Brea, CA
  • 2005-04-27 → 2005-07-11
    Girard Securities, Inc.
    Irvine, CA
Other Businesses

1) Real Estate | Investment Related:No|1324 W Cerritos|Anaheim|CA|92802|USA|Real Estate (Non-Agent/Broker)|Owner|3/6/2012|Less than 20|0|I own an investment property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-03
  • S66 Uniform Combined State Law Examination
    2004-05-03
Other Names
  • Sean T Reeves

View on SEC IAPD

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