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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2012-06-20
  • NJ RA
    APPROVED
    Since 2012-06-20

Branch Locations

132 Nassau St Floor 1, Princeton, NJ 08542-7006 • 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. Princeton NJ 03/2004 Present
Charles Schwab Bank Princeton NJ 10/2005 Present
Other Businesses

Self| Baker| start dat 12/24/2020| baking baked goods for holidays and special requests for birthdays of family and close friends| less than 2o hrs monthly| no business during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-19
S63 Uniform Securities Agent State Law Examination 2007-10-15
  • S66 Uniform Combined State Law Examination
    2012-06-19
  • S63 Uniform Securities Agent State Law Examination
    2007-10-15
Other Names
  • Julie Ann Namura

View on SEC IAPD

Other Firms

Other Investors

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