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Agustin Vicente Ortiz

Charles Schwab & Co., Inc.

Oakland, 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 2022-12-16
  • CA RA
    APPROVED
    Since 2022-12-16

Branch Locations

180 Grand Avenue, Oakland, CA 94612 • 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
A Cut Above Butcher Shop Santa Monica CA 09/2019 11/2019
Ubs San Fransisco CA 04/2021 10/2021
Nurix Therapeutics San Fransisco CA 02/2022 05/2022
Full- Time Education San Fransisco CA 11/2019 04/2021
Full-Time Education San Francisco CA 10/2021 01/2022
Full-Time Education San Fransisco CA 05/2022 09/2022
Charles Schwab & Co., Inc. Oakland CA 09/2022 Present
Charles Schwab Bank, Ssb Oakland CA 06/2023 Present
Unemployed Burlingame CA 10/2014 08/2019
  • 09/2019 → 11/2019
    A Cut Above Butcher Shop
    Santa Monica, CA
  • 04/2021 → 10/2021
    Ubs
    San Fransisco, CA
  • 02/2022 → 05/2022
    Nurix Therapeutics
    San Fransisco, CA
  • 11/2019 → 04/2021
    Full- Time Education
    San Fransisco, CA
  • 10/2021 → 01/2022
    Full-Time Education
    San Francisco, CA
  • 05/2022 → 09/2022
    Full-Time Education
    San Fransisco, CA
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Oakland, CA
  • 06/2023 → Present
    Charles Schwab Bank, Ssb
    Oakland, CA
  • 10/2014 → 08/2019
    Unemployed
    Burlingame, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
  • S66 Uniform Combined State Law Examination
    2022-12-16
Designations
Other Names
  • Agustin Ortiz

View on SEC IAPD

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Other Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA

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