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Matthew Sattler

Charles Schwab & Co., Inc.

Corte Madera, 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 2021-09-09
  • CA RA
    APPROVED
    Since 2021-09-09

Branch Locations

1704 Redwood Highway, Corte Madera, CA 94925 • 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
Edward Jones Novato CA 02/2017 08/2021
Unemployed Novato CA 01/2017 02/2017
Integenx Inc Pleasanton CA 09/2016 12/2016
Unemployed Novato CA 04/2016 09/2016
Charles Schwab & Co., Inc. Corte Madera CA 08/2021 Present
Charles Schwab Bank, Ssb Corte Madera CA 08/2021 Present
  • 02/2017 → 08/2021
    Edward Jones
    Novato, CA
  • 01/2017 → 02/2017
    Unemployed
    Novato, CA
  • 09/2016 → 12/2016
    Integenx Inc
    Pleasanton, CA
  • 04/2016 → 09/2016
    Unemployed
    Novato, CA
  • 08/2021 → Present
    Charles Schwab & Co., Inc.
    Corte Madera, CA
  • 08/2021 → Present
    Charles Schwab Bank, Ssb
    Corte Madera, CA
Previous Registrations
  • 2017-04-05 → 2021-08-17
    Edward Jones
    Novato, CA
    St Louis, MO
    Novato, CA
Other Businesses

1) Matthew Sattler Rental Property | Investment Related:No|8201 Camino Colegio, Unit 127|Rohnert Park|California|94928|USA|Real Estate (Non-Agent/Broker)|Landlord|8/2/2026|Less than 20|0|Rental Property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-03
  • S66 Uniform Combined State Law Examination
    2017-04-03
Designations
Other Names
  • Matthew Phillip Sattler
  • Matt Phillip Sattler
  • Matt Sattler

View on SEC IAPD

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AVILA REAL ESTATE CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PATHBREAKER VENTURES II, LLC
PATHBREAKER VENTURES III, LLC
PATHBREAKER VENTURES, LLC
HALL FINANCIAL SERVICES, INC

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Other Offices

COHEN CAPITAL MANAGEMENT INC · CORTE MADERA, CA
AVILA REAL ESTATE CAPITAL · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
J.P. MORGAN SECURITIES LLC · CORTE MADERA, CA
PATHBREAKER VENTURES II, LLC · CORTE MADERA, CA
PATHBREAKER VENTURES III, LLC · CORTE MADERA, CA

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