Best Investors Account Sign in

Anastasia J Schmidt

Charles Schwab & Co., Inc.

Sunnyvale, CA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-07-19
  • CA RA
    APPROVED
    Since 2021-07-19

Branch Locations

438 East El Camino Real, Sunnyvale, CA 94087-1938 • 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. San Francisco CA 09/1999 12/2019
Charles Schwab & Co., Inc. Sunnyvale CA 07/2021 Present
Charles Schwab Bank, Ssb Sunnyvale CA 07/2021 Present
Coast Engraving San Jose CA 12/2019 07/2021
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-27
  • S66 Uniform Combined State Law Examination
    1999-08-27
Other Names
  • Anastasia Julia Wool
  • Ana Wool
  • Anastasia Julia Schmidt
  • Anastasia Schmidt

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
STRATEGIC ADVISERS LLC
SV TECH VENTURES, INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LONDON HOUSE CAPITAL

Other Investors

Melissa M Drago
MARTIN LOPEZ
RYAN MICHAEL BROWN
ABHISHEK GUPTA
Xiaosheng Mei
BENJAMIN JAY LUNDQUIST
ALEXANDER KILIAN ECKERT
RANDY RIGOBERTO MANZANARES

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
LPL FINANCIAL LLC · SUNNYVALE, CA
EDWARD JONES · SUNNYVALE, CA
STRATEGIC ADVISERS LLC · SUNNYVALE, CA
SV TECH VENTURES, INC. · SUNNYVALE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
U.S. BANCORP ADVISORS, LLC · Sunnyvale, CA
J.P. MORGAN SECURITIES LLC · SUNNYVALE, CA

More in Sunnyvale, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor