Justin Mcdonald

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-02-05
CA	RA	APPROVED	2016-07-29

TX RA
APPROVED_RES

Since 2021-02-05
CA RA
APPROVED

Since 2016-07-29

Branch Locations

5796 Armada Drive Suite 175, Carlsbad, CA 92008 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Carlsbad	CA	02/2016	Present
Charles Schwab Bank Ssb	Carlsbad	CA	05/2017	Present

02/2016 → Present

Charles Schwab & Co., Inc.

Carlsbad, CA
05/2017 → Present

Charles Schwab Bank Ssb

Carlsbad, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-07-29

S66 Uniform Combined State Law Examination

2016-07-29

Designations

View on SEC IAPD

Current Employers

Charles Schwab & Co., Inc.

Disclosures

Employment History

Exams

Designations

Other Firms

Other Investors

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