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Michele Renae Michaels

Charles Schwab & Co., Inc.

San Mateo, 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 2021-10-18
  • CA RA
    APPROVED
    Since 2021-10-18

Branch Locations

1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • 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
Morgan Stanley Smith Barney Llc Appleton WI 11/2013 09/2016
Td Ameritrade Thousand Oaks CA 06/2017 10/2021
Natren Probiotics Thousand Oaks CA 10/2016 06/2017
Morgan Stanley Appleton WI 08/2009 09/2016
Charles Schwab & Co., Inc. San Mateo CA 10/2021 Present
Charles Schwab Bank, Ssb San Mateo CA 10/2021 Present
  • 11/2013 → 09/2016
    Morgan Stanley Smith Barney Llc
    Appleton, WI
  • 06/2017 → 10/2021
    Td Ameritrade
    Thousand Oaks, CA
  • 10/2016 → 06/2017
    Natren Probiotics
    Thousand Oaks, CA
  • 08/2009 → 09/2016
    Morgan Stanley
    Appleton, WI
  • 10/2021 → Present
    Charles Schwab & Co., Inc.
    San Mateo, CA
  • 10/2021 → Present
    Charles Schwab Bank, Ssb
    San Mateo, CA
Previous Registrations
  • 2020-09-08 → 2021-10-19
    Td Ameritrade, Inc.
    Thousand Oaks, CA
  • 2020-09-08 → 2021-10-19
    Td Ameritrade Investment Management, Llc
    Thousand Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-05
  • S66 Uniform Combined State Law Examination
    2020-09-05
Other Names
  • Michele Renae Butterfield
  • Michele Michaels
  • Michele Renae Michaels
  • Michele R Michaels

View on SEC IAPD

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Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA

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