Best Investors Account Sign in

Ruoyun Liang

Charles Schwab & Co., Inc.

Milpitas, CA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-20
  • CA RA
    APPROVED
    Since 2025-11-20

Branch Locations

12 Ranch Drive, Milpitas, CA 95035-5103 • 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. Milpitas CA 07/2021 Present
Charles Schwab Bank, Ssb Milpitas CA 07/2021 Present
Trumpet Behavioral Health Dublin CA 11/2020 06/2021
Sky Resource Trading Co. Ltd. Guangzhou 07/2018 09/2018
Aldo Shoes Vancouver 09/2016 03/2017
The University Of British Columbia Vancouver 09/2015 06/2020
Unemployed Vancouver 06/2020 11/2020
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Milpitas, CA
  • 07/2021 → Present
    Charles Schwab Bank, Ssb
    Milpitas, CA
  • 11/2020 → 06/2021
    Trumpet Behavioral Health
    Dublin, CA
  • 07/2018 → 09/2018
    Sky Resource Trading Co. Ltd.
    Guangzhou
  • 09/2016 → 03/2017
    Aldo Shoes
    Vancouver
  • 09/2015 → 06/2020
    The University Of British Columbia
    Vancouver
  • 06/2020 → 11/2020
    Unemployed
    Vancouver
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
  • S66 Uniform Combined State Law Examination
    2025-11-20
Other Names
  • Karlet Liang

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
NI ADVISORS
NEW ASSETS INVESTMENT ADVISORS LLC
INDEPENDENT FINANCIAL GROUP, LLC
U.S. BANCORP ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
GLOBAL ADVISORS, LLC

Other Investors

Eileen Bader
Sneha Dhar Karihaloo
CHAITI CHATTERJEE
Paul Qibin Yang
HTET HTET AUNG
CATHY HA
LINH THI WONG
JOHN C SHEN

Other Offices

CETERA INVESTMENT ADVISERS LLC · MILPITAS, CA
NI ADVISORS · MILPITAS, CA
NEW ASSETS INVESTMENT ADVISORS LLC · MILPITAS, CA
NEW ASSETS INVESTMENT ADVISORS LLC · MILPITAS, CA
INDEPENDENT FINANCIAL GROUP, LLC · Milpitas, CA
U.S. BANCORP ADVISORS, LLC · Milpitas, CA
CITIGROUP GLOBAL MARKETS INC. · Milpitas, CA
J.P. MORGAN SECURITIES LLC · MILPITAS, CA

More in Milpitas, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor