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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-02-25
WA RA APPROVED 2025-12-23
  • OR RA
    APPROVED
    Since 2026-02-25
  • WA RA
    APPROVED
    Since 2025-12-23

Branch Locations

171 Grant Street, Vancouver, WA 98660 • 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
N/A Portland OR 11/2019 02/2021
Fisher Investments Camas WA 02/2021 11/2025
Holowesko Partners Nassau, New Providence 05/2005 11/2019
Charles Schwab & Co., Inc. Vancouver WA 12/2025 Present
Charles Schwab Bank, Ssb Vancouver WA 12/2025 Present
  • 11/2019 → 02/2021
    N/A
    Portland, OR
  • 02/2021 → 11/2025
    Camas, WA
  • 05/2005 → 11/2019
    Holowesko Partners
    Nassau, New Providence
  • 12/2025 → Present
    Vancouver, WA
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Vancouver, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
S65 Uniform Investment Adviser Law Examination 2021-03-29
  • S66 Uniform Combined State Law Examination
    2026-03-02
  • S65 Uniform Investment Adviser Law Examination
    2021-03-29

View on SEC IAPD

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