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Kuanyee Lee

Charles Schwab & Co., Inc.

Cupertino, 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
CA RA APPROVED 2024-07-22
  • CA RA
    APPROVED
    Since 2024-07-22

Branch Locations

19499 Stevens Creek Blvd Suite 100, Cupertino, CA 95014 • 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
Melody Academy Of Music Fremont CA 07/2014 08/2017
Green Octave School Of Music San Carlos CA 08/2017 06/2018
Tri-Valley Youth Orchestra Dublin CA 06/2018 05/2019
Unemployed Fremont CA 05/2019 06/2021
Lee Boutique New Taipei City 06/2021 08/2021
Conservatory At Home Fremont CA 07/2021 08/2021
Norcal Music And Arts Center Sunnyvale CA 08/2021 06/2022
Music Land School Of Music Fremont CA 09/2021 09/2022
Total Wealth Solutions Fremont CA 08/2021 10/2022
Charles Schwab & Co., Inc. Cupertino CA 10/2022 Present
Charles Schwab Bank, Ssb Cupertino CA 12/2023 Present
  • 07/2014 → 08/2017
    Melody Academy Of Music
    Fremont, CA
  • 08/2017 → 06/2018
    Green Octave School Of Music
    San Carlos, CA
  • 06/2018 → 05/2019
    Tri-Valley Youth Orchestra
    Dublin, CA
  • 05/2019 → 06/2021
    Unemployed
    Fremont, CA
  • 06/2021 → 08/2021
    Lee Boutique
    New Taipei City
  • 07/2021 → 08/2021
    Conservatory At Home
    Fremont, CA
  • 08/2021 → 06/2022
    Norcal Music And Arts Center
    Sunnyvale, CA
  • 09/2021 → 09/2022
    Music Land School Of Music
    Fremont, CA
  • 08/2021 → 10/2022
    Total Wealth Solutions
    Fremont, CA
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Cupertino, CA
  • 12/2023 → Present
    Charles Schwab Bank, Ssb
    Cupertino, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-20
  • S66 Uniform Combined State Law Examination
    2024-07-20
Other Names
  • Agnes Lee

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CUPERTINO, CA
CITIGROUP GLOBAL MARKETS INC. · CUPERTINO, CA
EVEREST PRIVATE WEALTH · CUPERTINO, CA
AIMTOP ADVISORS, LLC · CUPERTINO, CA
AKRISH FINANCIAL ADVISORY · CUPERTINO, CA
FV ADVISORS LLC · CUPERTINO, CA
MINOVA CAPITAL LLC · CUPERTINO, CA
CAPITAL V GROUP LLC · CUPERTINO, CA

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