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Ana Sofia Peresandi

Charles Schwab & Co., Inc.

Los Angeles, 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
AZ RA APPROVED 2023-06-09
CA RA APPROVED 2022-12-16
  • AZ RA
    APPROVED
    Since 2023-06-09
  • CA RA
    APPROVED
    Since 2022-12-16

Branch Locations

1840 Century Park East Suite 100, Los Angeles, CA 90067 • 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
American Eagle Outfitters Phoenix AZ 11/2017 01/2018
Midici's Phoenix AZ 07/2017 09/2017
Gigi's Cupcakes Scottsdale AZ 01/2017 11/2017
Pinecone Preschool Flagstaff AZ 09/2018 05/2019
Northern Arizona University Flagstaff AZ 08/2019 03/2020
Northern Arizona University Flagstaff AZ 08/2020 05/2021
Massage Envy Phoenix AZ 04/2018 08/2021
Chase Bank Phoenix AZ 08/2021 09/2022
Journeys Phoenix AZ 01/2018 04/2018
Claire's Cedar Park TX 09/2016 04/2017
Charles Schwab & Co., Inc. Scottsdale AZ 09/2022 Present
Charles Schwab Bank, Ssb Scottsdale AZ 09/2022 Present
Charles Schwab & Co, Inc Phoenix AZ 06/2021 08/2021
  • 11/2017 → 01/2018
    American Eagle Outfitters
    Phoenix, AZ
  • 07/2017 → 09/2017
    Midici's
    Phoenix, AZ
  • 01/2017 → 11/2017
    Gigi's Cupcakes
    Scottsdale, AZ
  • 09/2018 → 05/2019
    Pinecone Preschool
    Flagstaff, AZ
  • 08/2019 → 03/2020
    Northern Arizona University
    Flagstaff, AZ
  • 08/2020 → 05/2021
    Northern Arizona University
    Flagstaff, AZ
  • 04/2018 → 08/2021
    Massage Envy
    Phoenix, AZ
  • 08/2021 → 09/2022
    Chase Bank
    Phoenix, AZ
  • 01/2018 → 04/2018
    Journeys
    Phoenix, AZ
  • 09/2016 → 04/2017
    Claire's
    Cedar Park, TX
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Scottsdale, AZ
  • 09/2022 → Present
    Charles Schwab Bank, Ssb
    Scottsdale, AZ
  • 06/2021 → 08/2021
    Charles Schwab & Co, Inc
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
  • S66 Uniform Combined State Law Examination
    2022-12-16
Other Names
  • Sofi Peresandi

View on SEC IAPD

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WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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