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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-29 |
Branch Locations
2029 Century Park East Suite 940, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Woodland Hills | CA | 05/2014 | 06/2024 |
| Charles Schwab & Co., Inc. | Los Angeles | CA | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Woodland Hills | CA | 05/2014 | 09/2023 |
| Charles Schwab Bank, Ssb | Woodland Hills | CA | 07/2022 | 04/2026 |
| Schwab Wealth Advisory, Inc. | Los Angeles | CA | 04/2026 | Present |
Name of Outside Business:Daniel P Chesler; Investment Related:No; Address of Outside Business:Agoura Hills; Nature of Outside Business:Rental Property; Position:Owner; Start Date:11/30/2017; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-28 |
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