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Angela Bing Wong

Charles Schwab & Co., Inc.

San Francisco, CA

San Francisco, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-12-09
  • CA RA
    APPROVED
    Since 2022-12-09

Branch Locations

106 West Portal Ave, San Francisco, CA 94127-1306 • United States

3478 California St Suite 100, San Francisco, CA 94118-1837 • 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
Pruco Securities, Llc Walnut Creek CA 06/2014 04/2020
Charles Schwab & Co., Inc. San Francisco CA 12/2020 Present
Charles Schwab Bank, Ssb San Francisco CA 12/2020 Present
Unemployed Albany CA 04/2020 11/2020
  • 06/2014 → 04/2020
    Pruco Securities, Llc
    Walnut Creek, CA
  • 12/2020 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 12/2020 → Present
    Charles Schwab Bank, Ssb
    San Francisco, CA
  • 04/2020 → 11/2020
    Unemployed
    Albany, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-05
S63 Uniform Securities Agent State Law Examination 2011-09-26
  • S66 Uniform Combined State Law Examination
    2022-12-05
  • S63 Uniform Securities Agent State Law Examination
    2011-09-26
Other Names
  • Angela Bing Lee
  • Angela B Wong

View on SEC IAPD

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