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Melvin Ranolph Primas

Charles Schwab & Co., Inc.

Phoenix, AZ

Santa Barbara, CA

CRD 5442908

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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
AZ RA APPROVED 2023-05-30
CA RA APPROVED 2012-12-13
  • AZ RA
    APPROVED
    Since 2023-05-30
  • CA RA
    APPROVED
    Since 2012-12-13

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States

900 Chapala St. Suite 100, Santa Barbara, CA 93101 • 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 Phoenix AZ 10/2007 Present
Optionsxpress, Inc. Phoenix AZ 05/2015 10/2017
Charles Schwab Bank, Ssb Phoenix AZ 05/2021 Present
  • 10/2007 → Present
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 05/2015 → 10/2017
    Optionsxpress, Inc.
    Phoenix, AZ
  • 05/2021 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
Other Businesses

1) Arisma LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|11/7/2025|Less than 20|0|Responsible for mortgage and operating expenses of short term rental

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-11
S63 Uniform Securities Agent State Law Examination 2008-05-03
  • S66 Uniform Combined State Law Examination
    2012-12-11
  • S63 Uniform Securities Agent State Law Examination
    2008-05-03
Other Names
  • Melvin Ranolph Primas Iii

View on SEC IAPD

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