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Joshua M Demedeiros

Charles Schwab & Co., Inc.

Fresno, CA

CRD 4606359

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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
LA RA APPROVED 2026-04-08
TX RA APPROVED_RES 2019-01-02
CA RA APPROVED 2009-12-01
  • LA RA
    APPROVED
    Since 2026-04-08
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • CA RA
    APPROVED
    Since 2009-12-01

Branch Locations

265 E. River Park Circle Suite 170, Fresno, CA 93720-1548 • 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 Bank Fresno CA 11/2009 Present
Charles Schwab & Co., Inc. Fresno CA 11/2009 Present
Previous Registrations
  • 2005-09-23 → 2009-11-19
    Ubs Financial Services Inc.
    Fresno, CA
    Fresno, CA
  • 2003-04-09 → 2005-09-27
    Morgan Stanley Dw Inc.
    Fresno, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-31
S63 Uniform Securities Agent State Law Examination 2003-03-18
  • S65 Uniform Investment Adviser Law Examination
    2003-03-31
  • S63 Uniform Securities Agent State Law Examination
    2003-03-18
Other Names
  • Joshua M. Demedeiros
  • Joshua M. Demedeiros
  • Joshua Michael Demedeiros

View on SEC IAPD

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