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Melissa Shu-Yin Wong

Charles Schwab & Co., Inc.

Boca Raton, FL

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 2021-02-25
  • CA RA
    APPROVED
    Since 2021-02-25

Branch Locations

150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States

106 West Portal Ave, San Francisco, CA 94127-1306 • 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 10/2020 Present
Charles Schwab Bank, Ssb San Francisco CA 10/2020 Present
Us Census Bureau San Francisco CA 08/2020 10/2020
San Francisco State University San Francisco CA 09/2018 12/2019
British Consulate-General, San Francisco San Francisco CA 09/2019 12/2019
Full-Time Education: Primary, Secondary, And Tertiary San Francisco CA 01/2010 12/2019
N/A San Francisco CA 01/2020 08/2020
  • 10/2020 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 10/2020 → Present
    Charles Schwab Bank, Ssb
    San Francisco, CA
  • 08/2020 → 10/2020
    Us Census Bureau
    San Francisco, CA
  • 09/2018 → 12/2019
    San Francisco State University
    San Francisco, CA
  • 09/2019 → 12/2019
    British Consulate-General, San Francisco
    San Francisco, CA
  • 01/2010 → 12/2019
    Full-Time Education: Primary, Secondary, And Tertiary
    San Francisco, CA
  • 01/2020 → 08/2020
    N/A
    San Francisco, CA
Other Businesses

1) Rental Property | Investment Related:No|4597 Bonraven Way|Antioch|California|94531|United States|Rental Services (Other than Real Estate)|Landlord|7/1/2023|Less than 20|0|Receiving rental income from investment property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-25
  • S66 Uniform Combined State Law Examination
    2021-02-25

View on SEC IAPD

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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
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