Inactive

Samah Sami Naguib

Pleasanton Wealth

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Current Employers

Pleasanton Wealth

2507 Bedwany Dr., Pleasanton, CA 94566 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-29

CA RA
APPROVED

Since 2025-11-29

Branch Locations

2507 Bedwany Dr., Pleasanton, CA 94566 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	San Francisco	CA	10/2007	09/2018
Pleasanton Wealth Llc	Pleasanton	CA	09/2018	Present

10/2007 → 09/2018

Charles Schwab & Co., Inc.

San Francisco, CA
09/2018 → Present

Pleasanton Wealth Llc

Pleasanton, CA

Other Names

Sammy Naguib

View on SEC IAPD

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