Kanin Sathienvantanee

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → Present
  Charles Schwab & Co, Inc.
  Irvine, CA
• 10/2005 → Present
  Charles Schwab Bank, Ssb
  Irvine, CA
• 08/2013 → 01/2017
  Real Estate/Property Management
  Long Beach, CA

Previous Registrations

• 2005-08-01 → 2005-10-06
  Ubs Financial Services Inc.
  Newport Beach, CA

Other Businesses

1) Self|Investment Related: No|9444 Forest Hills Place, Dallas, TX, 75218, USA|Real Estate (Non-Agent/Broker)|Owner|11/25/2020|Less than 20 hour/month - 0 during trading hours|Purchasing duplex with an anticipated closing date of 11/20/2020 in Dallas Texas. I have a property manager who will be handling the enter property management service since it is out of state., 2) Self|Investment Related: No|2541 Boulder St, Los Angeles, CA, 90003, USA|Real Estate (Non-Agent/Broker)|Owner|8/20/2021|Less than 20 hour/month - 0 during trading hours|1031 exchange from condo sale of 32 Monroe. Property manager will be handling the day to day

Exams

• S66 Uniform Combined State Law Examination
  2005-07-30

Designations

• Certified Financial Planner