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George Chang

Pillar Point Wealth Management LLC

San Francisco, CA

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Current Employers
Pillar Point Wealth Management Llc

San Francisco, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-16
CA RA APPROVED 2025-06-03
  • TX RA
    APPROVED_RES
    Since 2025-06-16
  • CA RA
    APPROVED
    Since 2025-06-03

Branch Locations

San Francisco, CA • 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. San Francisco CA 01/2007 01/2024
Charles Schwab Premier Bank, Ssb San Francisco CA 05/2022 01/2024
Pillar Point Wealth Management Llc San Francisco CA 04/2025 Present
N/A San Francisco CA 01/2024 04/2025
  • 01/2007 → 01/2024
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 05/2022 → 01/2024
    Charles Schwab Premier Bank, Ssb
    San Francisco, CA
  • 04/2025 → Present
    Pillar Point Wealth Management Llc
    San Francisco, CA
  • 01/2024 → 04/2025
    N/A
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-07
  • S65 Uniform Investment Adviser Law Examination
    2025-04-07

View on SEC IAPD

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