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Hyuk Lee

Charles Schwab & Co., Inc.

Bethesda, MD

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-05-23
  • VA RA
    APPROVED
    Since 2020-05-23

Branch Locations

7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • 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
Usaa Financial Advisors, Inc Ashburn VA 10/2015 05/2020
Usaa Financial Planning Services Ashburn VA 10/2015 05/2020
Usaa Investment Management Company Ashburn VA 01/2018 05/2020
Charles Schwab Bank, Ssb Bethesda MD 05/2020 Present
Charles Schwab & Co., Inc. Bethesda MD 05/2020 Present
  • 10/2015 → 05/2020
    Usaa Financial Advisors, Inc
    Ashburn, VA
  • 10/2015 → 05/2020
    Usaa Financial Planning Services
    Ashburn, VA
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Ashburn, VA
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    Bethesda, MD
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-12-21
  • S63 Uniform Securities Agent State Law Examination
    1999-12-21
Designations

View on SEC IAPD

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