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Melody Y Lin

Charles Schwab & Co., Inc.

Menlo Park, CA

CRD 2961759

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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 2005-10-20
  • CA RA
    APPROVED
    Since 2005-10-20

Branch Locations

800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • 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. Menlo Park CA 09/1997 Present
Charles Schwab Bank Menlo Park CA 09/2005 Present
Td Ameritrade, Inc. Menlo Park CA 03/2022 06/2024
  • 09/1997 → Present
    Charles Schwab & Co., Inc.
    Menlo Park, CA
  • 09/2005 → Present
    Charles Schwab Bank
    Menlo Park, CA
  • 03/2022 → 06/2024
    Td Ameritrade, Inc.
    Menlo Park, CA
Previous Registrations
  • 2022-03-15 → 2022-10-14
    Td Ameritrade, Inc.
    Menlo Park, CA
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-27
S63 Uniform Securities Agent State Law Examination 1998-01-15
  • S66 Uniform Combined State Law Examination
    2005-07-27
  • S63 Uniform Securities Agent State Law Examination
    1998-01-15
Other Names
  • Melody Yanshan Lin

View on SEC IAPD

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