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Annie Rachel Reese

Charles Schwab & Co., Inc.

Oakland, 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 2022-12-12
  • CA RA
    APPROVED
    Since 2022-12-12

Branch Locations

180 Grand Avenue, Oakland, CA 94612 • 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. San Francisco CA 06/2021 Present
Texas A&M Student Activities College Station TX 08/2020 05/2021
Levy Restaurants College Station TX 08/2018 11/2019
Mercy Ships International Lindale TX 05/2019 08/2019
Christ Church Northeast Kingwood TX 01/2015 08/2017
Student College Station TX 08/2017 05/2021
Student Kingwood TX 08/2011 05/2017
Charles Schwab Bank, Ssb San Francisco CA 08/2022 Present
Td Ameritrade Inc. San Francisco CA 04/2023 06/2024
  • 06/2021 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 08/2020 → 05/2021
    Texas A&M Student Activities
    College Station, TX
  • 08/2018 → 11/2019
    Levy Restaurants
    College Station, TX
  • 05/2019 → 08/2019
    Mercy Ships International
    Lindale, TX
  • 01/2015 → 08/2017
    Christ Church Northeast
    Kingwood, TX
  • 08/2017 → 05/2021
    Student
    College Station, TX
  • 08/2011 → 05/2017
    Student
    Kingwood, TX
  • 08/2022 → Present
    Charles Schwab Bank, Ssb
    San Francisco, CA
  • 04/2023 → 06/2024
    Td Ameritrade Inc.
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-17
  • S66 Uniform Combined State Law Examination
    2021-12-17
Designations
Other Names
  • Annie R Reese

View on SEC IAPD

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FM CAPITAL GROUP
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC
FINANCIAL AVENGERS, INC.

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WILLIAM STUART MONSTED
Randall w Silvey

Other Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA

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