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John Manalili

Charles Schwab & Co., Inc.

Newport Beach, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-20
TX RA APPROVED 2022-06-06
  • CA RA
    APPROVED
    Since 2024-12-20
  • TX RA
    APPROVED
    Since 2022-06-06

Branch Locations

610 Newport Center Drive Suite 150, Newport Beach, CA 92660 • 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
Merrill Lynch Newport Beach CA 10/2009 05/2022
Charles Schwab & Co., Inc. Newport Beach CA 05/2022 Present
Charles Schwab Bank, Ssb Newport Beach CA 05/2022 Present
  • 10/2009 → 05/2022
    Merrill Lynch
    Newport Beach, CA
  • 05/2022 → Present
    Charles Schwab & Co., Inc.
    Newport Beach, CA
  • 05/2022 → Present
    Charles Schwab Bank, Ssb
    Newport Beach, CA
Previous Registrations
  • 2010-02-18 → 2022-05-20
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Los Angeles, CA
    New York, NY
    Newport Beach, CA
    Newport Beach, CA
    New York, NY
    San Francisco, CA
    Newport Beach, CA
    Newport Beach, CA
    New York, NY
    Newport Beach, CA
  • 2007-12-04 → 2008-12-22
    Hsbc Securities (Usa) Inc.
    Beverly Hills, CA
    Rowland Heights, CA
    Rowland Heights, CA
  • 2003-03-14 → 2004-01-02
    Citicorp Investment Services
    Los Angles, CA
Other Businesses

1) The Manalili Cross Trust | Investment Related:No|53 Goldenrod|Irvine|CA|92614|USA|Real Estate (Non-Agent/Broker)|Owner|12/5/2006|Less than 20|0|Rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-16
  • S66 Uniform Combined State Law Examination
    2002-12-16
Other Names
  • John G Manalili

View on SEC IAPD

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