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Daniel Jacob Auld

Charles Schwab & Co., Inc.

Eugene, OR

Tacoma, WA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-08-19
OR RA APPROVED 2024-08-01
  • WA RA
    APPROVED
    Since 2026-08-19
  • OR RA
    APPROVED
    Since 2024-08-01

Branch Locations

975 Oak Street Suite 150, Eugene, OR 97401 • United States

1148 Broadway Suite 110, Tacoma, WA 98402-3589 • 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. Tacoma WA 03/2021 Present
J Crew Factory Eugene OR 12/2020 03/2021
Unemployed Eugene OR 09/2020 12/2020
Fleet Feet Seattle Seattle WA 09/2015 09/2020
Charles Schwab Bank, Ssb Tacoma WA 07/2024 Present
  • 03/2021 → Present
    Charles Schwab & Co., Inc.
    Tacoma, WA
  • 12/2020 → 03/2021
    J Crew Factory
    Eugene, OR
  • 09/2020 → 12/2020
    Unemployed
    Eugene, OR
  • 09/2015 → 09/2020
    Fleet Feet Seattle
    Seattle, WA
  • 07/2024 → Present
    Charles Schwab Bank, Ssb
    Tacoma, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-31
S63 Uniform Securities Agent State Law Examination 2021-09-17
  • S66 Uniform Combined State Law Examination
    2024-07-31
  • S63 Uniform Securities Agent State Law Examination
    2021-09-17
Other Names
  • Dan Auld

View on SEC IAPD

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