Best Investors Account Sign in

Lance Allen Robert Chuck

Charles Schwab & Co., Inc.

San Ramon, CA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-25
  • CA RA
    APPROVED
    Since 2022-01-25

Branch Locations

3150 Crow Canyon Road, San Ramon, CA 94583-1332 • 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
Scottrade, Inc. San Luis Obispo CA 05/2008 02/2018
Td Ameritrade, Inc. San Ramon CA 02/2018 04/2023
Td Ameritrade Investment Management, Llc San Ramon CA 02/2018 04/2023
Charles Schwab & Co., Inc San Ramon CA 01/2022 Present
Charles Schwab Bank, Ssb San Ramon CA 02/2022 Present
  • 05/2008 → 02/2018
    Scottrade, Inc.
    San Luis Obispo, CA
  • 02/2018 → 04/2023
    Td Ameritrade, Inc.
    San Ramon, CA
  • 02/2018 → 04/2023
    Td Ameritrade Investment Management, Llc
    San Ramon, CA
  • 01/2022 → Present
    San Ramon, CA
  • 02/2022 → Present
    Charles Schwab Bank, Ssb
    San Ramon, CA
Previous Registrations
  • 2018-02-26 → 2023-04-11
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    San Luis Obispo, CA
    Campbell, CA
    San Ramon, CA
    San Ramon, CA
    Campbell, CA
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    San Luis Obispo, CA
    Campbell, CA
    San Ramon, CA
  • 2016-09-15 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2007-09-10 → 2008-03-14
    St Louis, MO
    Alameda, CA
  • 2007-01-23 → 2007-04-12
    San Francisco, CA
Other Businesses

1) Lance Chuck & Lam Coong-Chuck Rental | Investment Related:No|245 Waterfall Road|Templeton|CA|93465|USA|Rental Services (Other than Real Estate)|Owner|6/5/2022|Less than 20|0|n/a

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-22
  • S66 Uniform Combined State Law Examination
    2007-01-22
Other Names
  • Lance Chuck

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Ramon, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor