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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 2025-03-21
  • CA RA
    APPROVED
    Since 2025-03-21

Branch Locations

1186 Roseville Parkway Suite 180, Roseville, CA 95678 • 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
Hsbc Bank Usa, N.A Pleasanton CA 02/2020 12/2021
Hsbc Securities (Usa) Inc. Pleasonton CA 09/2021 12/2021
Full Time Education San Ramon CA 08/2018 12/2019
Kelly Bu Law Firm Pleasanton CA 07/2017 05/2018
Unemployed Danville CA 01/2016 06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 01/2022 03/2025
Bank Of America, N.A. Sacramento CA 09/2022 03/2025
Charles Schwab & Co, Inc Roseville CA 03/2025 Present
Charles Schwab Bank Ssb Roseville CA 03/2025 Present
  • 02/2020 → 12/2021
    Hsbc Bank Usa, N.A
    Pleasanton, CA
  • 09/2021 → 12/2021
    Hsbc Securities (Usa) Inc.
    Pleasonton, CA
  • 08/2018 → 12/2019
    Full Time Education
    San Ramon, CA
  • 07/2017 → 05/2018
    Kelly Bu Law Firm
    Pleasanton, CA
  • 01/2016 → 06/2017
    Unemployed
    Danville, CA
  • 01/2022 → 03/2025
    Sacramento, CA
  • 09/2022 → 03/2025
    Bank Of America, N.A.
    Sacramento, CA
  • 03/2025 → Present
    Roseville, CA
  • 03/2025 → Present
    Charles Schwab Bank Ssb
    Roseville, CA
Previous Registrations
Other Businesses

1) Xue Zheng Rental Property 4 | Investment Related:No|437 Palmer Ave|Hayward|CA|94541|USA|Real Estate (Non-Agent/Broker)|Property Owner|11/11/2015|Less than 20|0|I own a rental property and lease to tenants., 2) Xue Zheng Rental Property 3 | Investment Related:No|238 Sullivan Way|Hayward|CA|94541|USA|Real Estate (Non-Agent/Broker)|Property owner|11/11/2015|Less than 20|0|I own a rental property and lease to tenants., 3) Xue Zheng Rental Property 2 | Investment Related:No|3488 Dutch Canyon Dr|Rocklin|CA|95765|USA|Real Estate (Non-Agent/Broker)|Property owner|7/1/2024|Less than 20|0|I own a rental property and lease to tenants., 4) Xue Zheng Rental Property 1 | Investment Related:No|3530 Dutch Canyon Ct|Rocklin|CA|95765|USA|Real Estate (Non-Agent/Broker)|Property owner|3/15/2025|Less than 20|0|I own a rental property and lease to tenants.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-21
S63 Uniform Securities Agent State Law Examination 2021-12-18
  • S66 Uniform Combined State Law Examination
    2022-10-21
  • S63 Uniform Securities Agent State Law Examination
    2021-12-18
Other Names
  • Xue Wu
  • Zoe Zheng
  • Xue Zheng
  • Xue Wu Zheng

View on SEC IAPD

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