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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 2022-05-04
  • CA RA
    APPROVED
    Since 2022-05-04

Branch Locations

16 Corporate Plaza Dr, Newport Beach, CA 92660 • 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. Newport Beach CA 08/2020 Present
Robert Half Brooklyn Center MN 05/2019 08/2019
Twin City Twisters Champlin MN 01/2015 08/2018
The Crow La Crosse WI 02/2020 05/2020
Nicoles School Of Dance La Crescent MN 09/2018 05/2020
University Of Wisconsin La Crosse La Crosse WI 09/2016 08/2020
Charles Schwab Bank, Ssb Newport Beach CA 01/2022 Present
  • 08/2020 → Present
    Newport Beach, CA
  • 05/2019 → 08/2019
    Robert Half
    Brooklyn Center, MN
  • 01/2015 → 08/2018
    Twin City Twisters
    Champlin, MN
  • 02/2020 → 05/2020
    The Crow
    La Crosse, WI
  • 09/2018 → 05/2020
    Nicoles School Of Dance
    La Crescent, MN
  • 09/2016 → 08/2020
    University Of Wisconsin La Crosse
    La Crosse, WI
  • 01/2022 → Present
    Charles Schwab Bank, Ssb
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-20
  • S66 Uniform Combined State Law Examination
    2021-08-20

View on SEC IAPD

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