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Berenice Robante

Charles Schwab & Co., Inc.

Pleasanton, 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 2025-06-26
  • CA RA
    APPROVED
    Since 2025-06-26

Branch Locations

6200 Stoneridge Mall Road Suite 100, Pleasanton, CA 94588 • 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
Jpmorgan Chase Bank, N.A. Menlo Park CA 08/2016 09/2020
J.P. Morgan Securities, Llc Menlo Park CA 01/2020 09/2020
Pilates Athletic Center Los Altos CA 05/2018 12/2019
City Sports Club (La Fitness) Sunnyvale CA 09/2017 01/2018
First Technology Federal Credit Union Palo Alto CA 10/2020 01/2021
Citi Bank Los Altos CA 01/2021 07/2022
Bmo Bank/Bank Of The West Ripon CA 07/2022 01/2025
Charles Schwab & Co., Inc. Pleasanton CA 01/2025 Present
Charles Schwab Bank Pleasanton CA 04/2026 Present
  • 08/2016 → 09/2020
    Jpmorgan Chase Bank, N.A.
    Menlo Park, CA
  • 01/2020 → 09/2020
    J.P. Morgan Securities, Llc
    Menlo Park, CA
  • 05/2018 → 12/2019
    Pilates Athletic Center
    Los Altos, CA
  • 09/2017 → 01/2018
    City Sports Club (La Fitness)
    Sunnyvale, CA
  • 10/2020 → 01/2021
    First Technology Federal Credit Union
    Palo Alto, CA
  • 01/2021 → 07/2022
    Citi Bank
    Los Altos, CA
  • 07/2022 → 01/2025
    Bmo Bank/Bank Of The West
    Ripon, CA
  • 01/2025 → Present
    Charles Schwab & Co., Inc.
    Pleasanton, CA
  • 04/2026 → Present
    Charles Schwab Bank
    Pleasanton, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-25
  • S66 Uniform Combined State Law Examination
    2025-06-25
Other Names
  • Berenice Martinez Garcia

View on SEC IAPD

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Other Offices

PRUDENT PROSPERA PLANNING, INC. · PLEASANTON, CA
CETERA INVESTMENT ADVISERS LLC · PLEASANTON, CA
PANDECT CATALYST FUND MANAGEMENT LLC · PLEASANTON, CA
ADAP TAX FINANCIAL, INC. · PLEASANTON, CA
BUCK WEALTH STRATEGIES, LLC · PLEASANTAN, CA
DEJARNATT, PAUL E · PLEASANTON, CA
LPL FINANCIAL LLC · PLEASANTON, CA
LEGACY WEALTH MANAGEMENT, LLC · Pleasanton, CA

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