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Robin Elise Alefi

Charles Schwab & Co., Inc.

Carlsbad, 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 2022-01-26
  • CA RA
    APPROVED
    Since 2022-01-26

Branch Locations

5796 Armada Drive Suite 175, Carlsbad, CA 92008 • 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
Epic Volleyball Club Poway CA 01/2014 Present
Yogurtland El Cajon CA 06/2016 10/2016
Olive Garden La Mesa CA 10/2016 03/2020
Td Ameritrade San Diego CA 06/2020 12/2022
Charles Schwab And Co., Inc. San Diego CA 12/2022 Present
Charles Schwab Bank Ssb San Diego CA 12/2023 Present
  • 01/2014 → Present
    Epic Volleyball Club
    Poway, CA
  • 06/2016 → 10/2016
    Yogurtland
    El Cajon, CA
  • 10/2016 → 03/2020
    Olive Garden
    La Mesa, CA
  • 06/2020 → 12/2022
    Td Ameritrade
    San Diego, CA
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    San Diego, CA
  • 12/2023 → Present
    Charles Schwab Bank Ssb
    San Diego, CA
Previous Registrations
  • 2020-09-03 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    Carlsbad, CA
  • 2020-09-03 → 2022-10-14
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
    Carlsbad, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-01
  • S66 Uniform Combined State Law Examination
    2020-09-01
Other Names
  • Robin Arthur
  • Robin Elise Arthur

View on SEC IAPD

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Thomas Ohanesian
JORDIE ELIZABETH CZAPINSKI
ROBERT EDWARD PATERSON
ALEX KLINGENSMITH
Brittney Nicole Partow
Nolan Tyler Martin

Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

More in Carlsbad, CA

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