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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 2025-04-08
  • CA RA
    APPROVED
    Since 2025-04-08

Branch Locations

106 West Portal Ave, San Francisco, CA 94127-1306 • 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
Zhiyong Stilwell Yang San Francisco CA 12/2013 08/2019
Charles Schwab & Co., Inc. Oakland CA 03/2016 01/2021
Charles Schwab Bank Oakland CA 03/2016 01/2021
Dohomes Burlingame CA 04/2021 09/2021
Sotheby's International Realty San Francisco CA 04/2021 02/2022
Keller Williams Burlingame CA 03/2022 08/2022
Fidelity Investments Sunnyvale CA 09/2022 03/2025
Fidelity Investments Boston MA 03/2025 03/2025
Charles Schwab & Co., Inc. San Francisco CA 03/2025 Present
  • 12/2013 → 08/2019
    Zhiyong Stilwell Yang
    San Francisco, CA
  • 03/2016 → 01/2021
    Oakland, CA
  • 03/2016 → 01/2021
    Charles Schwab Bank
    Oakland, CA
  • 04/2021 → 09/2021
    Dohomes
    Burlingame, CA
  • 04/2021 → 02/2022
    Sotheby's International Realty
    San Francisco, CA
  • 03/2022 → 08/2022
    Keller Williams
    Burlingame, CA
  • 09/2022 → 03/2025
    Fidelity Investments
    Sunnyvale, CA
  • 03/2025 → 03/2025
    Fidelity Investments
    Boston, MA
  • 03/2025 → Present
    San Francisco, CA
Previous Registrations
Other Businesses

1) San Francisco Chinese Chamber of Commerce | Investment Related:No|730 Sacramento St|San Francisco|CA|94108|USA|Nonprofit Charitable Organizations|Board Member|1/1/2015|Less than 20|0|participate in Chinese community and cultural improvement decision making, 2) 1381 Brussels LLC | Investment Related:No|Rental Services (Other than Real Estate)|Owner Manager|5/9/2026|Less than 20|0|Residential Rental

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-20
S63 Uniform Securities Agent State Law Examination 2015-05-27
  • S66 Uniform Combined State Law Examination
    2016-09-20
  • S63 Uniform Securities Agent State Law Examination
    2015-05-27
Other Names
  • Zhiyong S Yang
  • Zhiyong Stilwell Yang
  • Stilwell Yang
  • Zhi Yong Stilwell Yang

View on SEC IAPD

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