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Gracey Morales Catalano

Charles Schwab & Co., Inc.

Walnut Creek, 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 2023-03-30
  • CA RA
    APPROVED
    Since 2023-03-30

Branch Locations

1231 S. California Blvd, Walnut Creek, CA 94596-5122 • 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
Wells Fargo Clearing Services, Llc Dublin CA 08/2021 02/2023
Wells Fargo Bank, Na Dublin CA 03/2018 02/2023
Alaska Airlines San Jose CA 10/2017 03/2018
Las Positas Community College Livermore CA 06/2021 07/2021
Buffalo Wild Wings Dublin CA 08/2014 10/2017
Las Positas Community College Livermore CA 01/2018 04/2018
Charles Schwab & Co., Inc. Walnut Creek CA 02/2023 Present
Charles Schwab Bank, Ssb Walnut Creek CA 02/2023 Present
  • 08/2021 → 02/2023
    Wells Fargo Clearing Services, Llc
    Dublin, CA
  • 03/2018 → 02/2023
    Wells Fargo Bank, Na
    Dublin, CA
  • 10/2017 → 03/2018
    Alaska Airlines
    San Jose, CA
  • 06/2021 → 07/2021
    Las Positas Community College
    Livermore, CA
  • 08/2014 → 10/2017
    Buffalo Wild Wings
    Dublin, CA
  • 01/2018 → 04/2018
    Las Positas Community College
    Livermore, CA
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Walnut Creek, CA
  • 02/2023 → Present
    Charles Schwab Bank, Ssb
    Walnut Creek, CA
Previous Registrations
Other Businesses

1) Refresh-restoration Inc | Investment Related:No|Construction - Residential/Commercial/Office|Owner|3/17/2025|Less than 20|0|Operating Manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-20
  • S66 Uniform Combined State Law Examination
    2021-12-20
Other Names
  • Gracey Morales Ayala
  • Gracey M Ayala
  • Gracey Ayala
  • Gracey Catalano

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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