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Helen Yang

Charles Schwab & Co., Inc.

San Francisco, 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 2022-01-09
  • CA RA
    APPROVED
    Since 2022-01-09

Branch Locations

3478 California St Suite 100, San Francisco, CA 94118-1837 • 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
Charles Schwab & Co., Inc. San Francisco CA 08/2020 Present
Yumi Los Angeles CA 05/2019 08/2019
Lovepop Boston MA 11/2017 03/2018
Weber Boston MA 04/2017 06/2017
Boston University Boston MA 08/2016 05/2020
Unemployed Alhambra CA 05/2020 08/2020
Charles Schwab Bank, Ssb San Francisco CA 10/2021 Present
  • 08/2020 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 05/2019 → 08/2019
    Yumi
    Los Angeles, CA
  • 11/2017 → 03/2018
    Lovepop
    Boston, MA
  • 04/2017 → 06/2017
    Weber
    Boston, MA
  • 08/2016 → 05/2020
    Boston University
    Boston, MA
  • 05/2020 → 08/2020
    Unemployed
    Alhambra, CA
  • 10/2021 → Present
    Charles Schwab Bank, Ssb
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-27
  • S66 Uniform Combined State Law Examination
    2021-06-27

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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