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Erinleigh Lacanilao Baldivia

Charles Schwab & Co., Inc.

Fontana, CA

Upland, CA

CRD 5315633

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-07-10
  • CA RA
    APPROVED
    Since 2015-07-10

Branch Locations

Fontana, CA • United States

1890 N. Campus Avenue, Upland, CA 91784-1650 • 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 Upland CA 06/2014 Present
Charles Schwab Bank Ssb Upland CA 06/2014 02/2023
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-10
  • S66 Uniform Combined State Law Examination
    2015-07-10
Other Names
  • Erinleigh Isidro Lacanilao
  • Erin Leigh Lacanilao Baldivia

View on SEC IAPD

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