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Michael Domingo Quitazol

Charles Schwab & Co., Inc.

Phoenix, AZ

Temecula, CA

CRD 2886575

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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 2022-10-04
  • CA RA
    APPROVED
    Since 2022-10-04

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States

Temecula, CA • 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
Td Ameritrade San Diego CA 03/2007 09/2023
Charles Schwab & Co., Inc. Temecula CA 09/2023 Present
Previous Registrations
  • 2008-04-02 → 2022-10-14
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
    Westlake, TX
    San Diego, CA
  • 2008-04-02 → 2015-02-27
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-01
S63 Uniform Securities Agent State Law Examination 2001-10-09
  • S66 Uniform Combined State Law Examination
    2008-04-01
  • S63 Uniform Securities Agent State Law Examination
    2001-10-09

View on SEC IAPD

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