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Joseph Ramirez

Charles Schwab & Co., Inc.

Los Angeles, 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
FL RA APPROVED 2026-08-07
CO RA APPROVED 2026-07-23
TX RA APPROVED 2026-07-23
CA RA APPROVED 2025-03-18
  • FL RA
    APPROVED
    Since 2026-08-07
  • CO RA
    APPROVED
    Since 2026-07-23
  • TX RA
    APPROVED
    Since 2026-07-23
  • CA RA
    APPROVED
    Since 2025-03-18

Branch Locations

355 S. Grand Ave Suite 110, Los Angeles, CA 90071-3158 • 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
California State University Los Angeles Los Angeles CA 09/2013 09/2019
Home Depot Alhambra CA 06/2017 01/2018
Action Property Management Los Angeles CA 01/2018 06/2018
J.P. Morgan Chase Marina Del Rey CA 07/2018 02/2020
Fidelity Brokerage Services Llc Los Angeles CA 02/2020 05/2022
Td Ameritrade Beverly Hils CA 05/2022 06/2024
Charles Schwab & Co, Inc Los Angeles CA 01/2023 Present
Charles Schwab Bank, Ssb Los Angeles CA 01/2023 Present
  • 09/2013 → 09/2019
    California State University Los Angeles
    Los Angeles, CA
  • 06/2017 → 01/2018
    Home Depot
    Alhambra, CA
  • 01/2018 → 06/2018
    Action Property Management
    Los Angeles, CA
  • 07/2018 → 02/2020
    J.P. Morgan Chase
    Marina Del Rey, CA
  • 02/2020 → 05/2022
    Fidelity Brokerage Services Llc
    Los Angeles, CA
  • 05/2022 → 06/2024
    Td Ameritrade
    Beverly Hils, CA
  • 01/2023 → Present
    Charles Schwab & Co, Inc
    Los Angeles, CA
  • 01/2023 → Present
    Charles Schwab Bank, Ssb
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-17
S63 Uniform Securities Agent State Law Examination 2020-10-14
  • S66 Uniform Combined State Law Examination
    2025-03-17
  • S63 Uniform Securities Agent State Law Examination
    2020-10-14
Other Names
  • Joseph David Ramirez

View on SEC IAPD

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POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
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NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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