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Viviana Lousado

Charles Schwab & Co., Inc.

Bridgewater, NJ

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-10-18
  • NJ RA
    APPROVED
    Since 2022-10-18

Branch Locations

610 Commons Way Suite 4340, Bridgewater, NJ 08807 • United States

3000 Schwab Way, Westlake, TX 76262-8104 • 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
Prudential Investment Management Services, Llc Newark NJ 07/2015 11/2021
Prudential Insurance Company Of America Newark NJ 07/2015 11/2021
Fidelity Investments Millburn NJ 11/2021 09/2022
Charles Schwab & Co., Inc. Bridgewater NJ 09/2022 Present
Charles Schwab Bank, Ssb Bridgewater NJ 09/2022 Present
  • 07/2015 → 11/2021
    Prudential Investment Management Services, Llc
    Newark, NJ
  • 07/2015 → 11/2021
    Prudential Insurance Company Of America
    Newark, NJ
  • 11/2021 → 09/2022
    Fidelity Investments
    Millburn, NJ
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Bridgewater, NJ
  • 09/2022 → Present
    Charles Schwab Bank, Ssb
    Bridgewater, NJ
Previous Registrations
  • 2022-03-11 → 2022-09-19
    Fidelity Personal And Workplace Advisors
    Millburn, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-14
S63 Uniform Securities Agent State Law Examination 2009-07-17
  • S66 Uniform Combined State Law Examination
    2022-02-14
  • S63 Uniform Securities Agent State Law Examination
    2009-07-17
Other Names
  • Viviana L Pacheco
  • Vivian L Pacheco
  • Viviana R Pacheco
  • Viviana P Lousado
  • Vivian Lousado

View on SEC IAPD

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