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Eduardo Pineda Ortega

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7289700

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-05
CO RA APPROVED 2025-03-05
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • CO RA
    APPROVED
    Since 2025-03-05

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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 Davis CA 08/2020 Present
Bank Of America Oakland CA 02/2018 08/2020
Carmax Fairfield CA 10/2013 02/2018
Charles Schwab Bank, Ssb Davis CA 01/2022 Present
  • 08/2020 → Present
    Charles Schwab & Co., Inc
    Davis, CA
  • 02/2018 → 08/2020
    Bank Of America
    Oakland, CA
  • 10/2013 → 02/2018
    Carmax
    Fairfield, CA
  • 01/2022 → Present
    Charles Schwab Bank, Ssb
    Davis, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-23
  • S66 Uniform Combined State Law Examination
    2021-08-23
Other Names
  • Eduardo O. Pineda
  • Eduardo Ortega-Pineda

View on SEC IAPD

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