Scott Vincent Cheo

Current Employers

Employment History

• 02/2016 → 08/2018
  Bancwest Investment Services
  Newport Beach, CA
• 02/2016 → 08/2018
  Bank Of The West
  Newport Beach, CA
• 08/2018 → 11/2020
  City National Bank
  Irvine, CA
• 08/2018 → 11/2020
  City National Securities
  Irvine, CA
• 10/2020 → 10/2021
  Wells Fargo Advisors Financial Network, Llc
  Irvine, CA
• 10/2021 → 02/2024
  Optimize Financial Inc.
  Laguna Hills, CA
• 03/2024 → 12/2024
  Charles Schwab & Co., Inc.
  Newport Beach, CA
• 03/2024 → 12/2024
  Schwab Wealth Advisory, Inc.
  Newport Beach, CA
• 12/2024 → Present
  Lpl Financial
  Anaheim, CA
• 12/2024 → Present
  Partners Federal Credit Union
  Anaheim, CA

Previous Registrations

• 2024-03-27 → 2025-01-02
  Schwab Wealth Advisory, Inc.
  Newport Beach, CA
• 2023-09-22 → 2024-03-28
  Optimize Financial Inc.
  Irvine, CA
• 2021-10-14 → 2022-08-11
  Optimize Financial Inc.
  Irvine, CA
• 2020-11-19 → 2021-10-18
  Wells Fargo Advisors Financial Network, Llc
  Irvine, CA
• 2018-08-24 → 2020-11-24
  Rbc Securities, Inc
  Irvine, CA
• 2016-02-08 → 2018-08-22
  Bancwest Investment Services, Inc.
  Brea, CA
  Anaheim, CA
  San Clemente, CA
  Newport Beach, CA
• 2011-01-03 → 2016-02-02
  Wells Fargo Clearing Services, Llc
  San Clemente, CA
  Irvine, CA
  Newport Beach, CA
• 2007-10-29 → 2011-01-03
  Wells Fargo Investments, Llc
  Ladera Ranch, CA
  Rancho Santa Margarita, CA
  San Clemente, CA

Other Businesses

1)12/19/2024 - Partners Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-08
• S66 Uniform Combined State Law Examination
  2007-10-26

Designations

Other Names

• Jonathan Vincent Scott Cheo
• Scott Cheo