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Tzeyan Chan

Charles Schwab & Co., Inc.

Redmond, WA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-09-10
  • WA RA
    APPROVED
    Since 2022-09-10

Branch Locations

8862 161St Ave Ne Suite 106, Redmond, WA 98052-7553 • 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
Salal Credit Union Bellevue WA 04/2020 07/2021
Charles Schwab & Co., Inc. Redmond WA 07/2021 Present
Charles Schwab Bank Ssb Redmond WA 07/2021 Present
Unemployed Woodinville WA 04/2018 03/2020
Gcl New Energy Holdings Ltd. Hong Kong 08/2015 03/2018
  • 04/2020 → 07/2021
    Salal Credit Union
    Bellevue, WA
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Redmond, WA
  • 07/2021 → Present
    Charles Schwab Bank Ssb
    Redmond, WA
  • 04/2018 → 03/2020
    Unemployed
    Woodinville, WA
  • 08/2015 → 03/2018
    Gcl New Energy Holdings Ltd.
    Hong Kong
Other Businesses

1) Rental Property | Investment Related:No|Real Estate (Non-Agent/Broker)|Landlord|11/1/2022||0|Collect rental payment

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2022-09-09
Designations
Other Names
  • Chloe Chan

View on SEC IAPD

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KEY INVESTMENT SERVICES LLC
TRUVISTA ADVISORS LLC
OSAIC WEALTH, INC.

Other Investors

RICHARD LLOYD MILLER
AMY BARBARA BARNES
SUZANNE FLOY BOTTOMS
Stephanie Huynh
John William Misner
Daryn J Debelak
GREGORY MILAN WASICK
Adam S. Hutchison

Other Offices

SUNRISE PLANNING & ADVISORY LLC · REDMOND, WA
FIREBRAND WEALTH MANAGEMENT, LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA
J.P. MORGAN SECURITIES LLC · REDMOND, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Redmond, WA
KEY INVESTMENT SERVICES LLC · Redmond, WA
TRUVISTA ADVISORS LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA

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