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Kayla Jean Trujillo

Charles Schwab & Co., Inc.

Santa Barbara, CA

San Luis Obispo, 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
TX RA APPROVED_RES 2020-01-08
CA RA APPROVED 2017-06-21
  • TX RA
    APPROVED_RES
    Since 2020-01-08
  • CA RA
    APPROVED
    Since 2017-06-21

Branch Locations

900 Chapala St. Suite 100, Santa Barbara, CA 93101 • United States

733 Marsh Street Suite 100, San Luis Obispo, CA 93401 • 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
Charles Schwab & Co., Inc. San Luis Obispo CA 08/2015 Present
Charles Schwab Bank San Luis Obispo CA 06/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-30
S63 Uniform Securities Agent State Law Examination 2015-12-21
  • S66 Uniform Combined State Law Examination
    2016-09-30
  • S63 Uniform Securities Agent State Law Examination
    2015-12-21
Other Names
  • Kayla J Burd

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
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