Best Investors Account Sign in

Feng Zhao

Charles Schwab & Co., Inc.

San Mateo, 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 2026-04-30
  • CA RA
    APPROVED
    Since 2026-04-30

Branch Locations

1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • 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 Mateo CA 09/2025 Present
Fortinet Inc. Sunnyvale CA 10/2017 01/2023
Extended Travel Redwood City CA 02/2023 08/2025
Yodlee Inc. Redwood City CA 06/2013 09/2017
Charles Schwab Bank San Mateo CA 08/2025 Present
  • 09/2025 → Present
    Charles Schwab & Co., Inc.
    San Mateo, CA
  • 10/2017 → 01/2023
    Fortinet Inc.
    Sunnyvale, CA
  • 02/2023 → 08/2025
    Extended Travel
    Redwood City, CA
  • 06/2013 → 09/2017
    Yodlee Inc.
    Redwood City, CA
  • 08/2025 → Present
    Charles Schwab Bank
    San Mateo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-29
  • S66 Uniform Combined State Law Examination
    2026-04-29

View on SEC IAPD

Other Firms

NEWFRONT RETIREMENT SERVICES, INC.
ESO MANAGEMENT SERVICES LLC
FARMERS ASSET MANAGEMENT, LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
FISHER INVESTMENTS
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY
ABIY FISSEHA
CHRISTIAN MICHAEL BRETZ
CHRISTOPHER JAMES CALL
CLAY DEAN WILLIAM STAFFORD
Jacob Daly

Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA

More in San Mateo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor