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Todd Patrick Elizalde

Charles Schwab & Co., Inc.

Sacramento, 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
TX RA APPROVED 2020-01-04
CA RA APPROVED 2019-07-02
  • TX RA
    APPROVED
    Since 2020-01-04
  • CA RA
    APPROVED
    Since 2019-07-02

Branch Locations

525 Fulton Avenue, Sacramento, CA 95825-4812 • 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
State Farm Insurance Healdsburg CA 05/2013 07/2017
State Farm Vp Management Corp Healdsburg CA 05/2013 07/2017
State Farm Vp Management Corp Rocklin CA 07/2017 06/2019
State Farm Insurance Rocklin CA 07/2017 06/2019
State Farm Investment Management Corp. Rocklin CA 08/2018 06/2019
Charles Schwab And Co., Inc. Sacramento CA 06/2019 Present
Charles Schwab Bank Sacramento CA 06/2019 Present
  • 05/2013 → 07/2017
    State Farm Insurance
    Healdsburg, CA
  • 05/2013 → 07/2017
    State Farm Vp Management Corp
    Healdsburg, CA
  • 07/2017 → 06/2019
    State Farm Vp Management Corp
    Rocklin, CA
  • 07/2017 → 06/2019
    State Farm Insurance
    Rocklin, CA
  • 08/2018 → 06/2019
    State Farm Investment Management Corp.
    Rocklin, CA
  • 06/2019 → Present
    Charles Schwab And Co., Inc.
    Sacramento, CA
  • 06/2019 → Present
    Charles Schwab Bank
    Sacramento, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-28
S63 Uniform Securities Agent State Law Examination 2005-04-26
  • S65 Uniform Investment Adviser Law Examination
    2018-12-28
  • S63 Uniform Securities Agent State Law Examination
    2005-04-26
Designations

View on SEC IAPD

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Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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