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Mitchell Dean Bertonneau

Charles Schwab & Co., Inc.

Pleasanton, 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 2022-01-09
  • TX RA
    APPROVED
    Since 2022-01-09

Branch Locations

6200 Stoneridge Mall Road Suite 100, Pleasanton, CA 94588 • 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
Td Ameritrade Dallas TX 06/2021 06/2024
Unemployed Provo UT 04/2021 06/2021
Brigham Young University Provo UT 01/2021 04/2021
Brigham Young University Provo UT 08/2018 04/2021
Brigham Young University Provo UT 08/2019 04/2020
Brigham Young University Provo UT 06/2019 08/2019
Unemployed Richmond VA 06/2018 08/2018
The Church Of Jesus Christ Of Latter-Day Saints Baton Rouge LA 06/2016 06/2018
Charles Schwab Bank, Ssb Westlake TX 12/2021 Present
Charles Schwab & Co., Inc. Westlake TX 12/2021 Present
  • 06/2021 → 06/2024
    Td Ameritrade
    Dallas, TX
  • 04/2021 → 06/2021
    Unemployed
    Provo, UT
  • 01/2021 → 04/2021
    Brigham Young University
    Provo, UT
  • 08/2018 → 04/2021
    Brigham Young University
    Provo, UT
  • 08/2019 → 04/2020
    Brigham Young University
    Provo, UT
  • 06/2019 → 08/2019
    Brigham Young University
    Provo, UT
  • 06/2018 → 08/2018
    Unemployed
    Richmond, VA
  • 06/2016 → 06/2018
    The Church Of Jesus Christ Of Latter-Day Saints
    Baton Rouge, LA
  • 12/2021 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 12/2021 → Present
    Westlake, TX
Previous Registrations
  • 2021-08-27 → 2022-03-07
    Td Ameritrade, Inc.
    Orem, UT
    San Diego, CA
  • 2021-08-27 → 2022-03-07
    Td Ameritrade Investment Management, Llc
    Orem, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-26
  • S66 Uniform Combined State Law Examination
    2021-08-26
Designations
Other Names
  • Mitchell Bertonneau

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