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Jayalalitha Ramamurthy

Charles Schwab & Co., Inc.

Roseville, CA

Sacramento, 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
TX RA APPROVED_RES 2020-01-06
CA RA APPROVED 2019-06-04
  • TX RA
    APPROVED_RES
    Since 2020-01-06
  • CA RA
    APPROVED
    Since 2019-06-04

Branch Locations

1186 Roseville Parkway Suite 180, Roseville, CA 95678 • United States

525 Fulton Avenue, Sacramento, CA 95825-4812 • 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
Wells Fargo Clearing Services, Llc Granite Bay CA 01/2011 05/2019
Charles Schwab & Co., Inc Roseville CA 05/2019 Present
Charles Schwab Bank Roseville CA 05/2019 Present
Previous Registrations
  • 2011-01-03 → 2019-05-30
    Wells Fargo Clearing Services, Llc
    Roseville, CA
    Granite Bay, CA
  • 2007-04-04 → 2011-01-03
    Wells Fargo Investments, Llc
    Granite Bay, CA
    Roseville, CA
Other Businesses

1) SIMBIZSOLUTIONS | Investment Related:No|1772 ADRIENNE DRIVE|ROSEVILLE|CA|95747|USA|Other|Co-owner|1/30/2006|Varies|0|NONE, SPOUSE WORKED AS A CONTRACTOR AND WAS PROVIDING TECHNOLOGY CONSULTING TO COMPANIES. INCORPORATED THE COMPANY FOR TAX REASONS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-02
  • S66 Uniform Combined State Law Examination
    2007-04-02
Other Names
  • Jayalalitha Tr
  • Jaya Ramamurthy

View on SEC IAPD

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Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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