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Italo Juan Zarate

Charles Schwab & Co., Inc.

Austin, TX

CRD 3076819

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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
TX RA APPROVED 2024-09-25
  • TX RA
    APPROVED
    Since 2024-09-25

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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. Austin TX 04/2007 11/2018
Charles Schwab Bank, Ssb Austin TX 07/2007 11/2018
J.P. Morgan Securities, Llc Bee Cave TX 11/2018 04/2021
Jp Morgan Chase Bank, N.A Bee Cave TX 11/2018 04/2021
Charles Schwab & Co., Inc. Austin TX 04/2021 10/2022
Chase Bank Bee Cave TX 11/2018 04/2021
Brikl Cincinnati OH 11/2022 08/2024
Charles Schwab & Co., Inc. Austin TX 09/2024 Present
Charles Schwab Bank, Ssb Austin TX 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-28
S63 Uniform Securities Agent State Law Examination 1998-07-31
  • S66 Uniform Combined State Law Examination
    2008-03-28
  • S63 Uniform Securities Agent State Law Examination
    1998-07-31
Other Names
  • I J Zarate
  • Italo Juan Zarate
  • Italo Juan Zarate
  • Italo J Zarate
  • Italo J. Zarate
  • Italo Zarate

View on SEC IAPD

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