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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 2025-05-09
  • CA RA
    APPROVED
    Since 2025-05-09

Branch Locations

7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • United States

7510 Hazard Center Dr. Suite 407, San Diego, CA 92108 • 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
Pebble Beach Resorts Pebble Beach CA 06/2014 08/2017
Asset Campus Housing Eugene OR 08/2017 08/2018
University Of Oregon Office Of Eugene OR 02/2018 10/2019
Sail Program At The University Eugene OR 08/2018 02/2019
Hilton Garden Inn Springfield OR 02/2019 10/2019
Concorde Career College San Diego CA 11/2019 09/2021
Td Ameritrade San Diego CA 09/2021 09/2023
Charles Schwab & Co., Inc. San Diego CA 09/2023 Present
Charles Schwab Bank, Ssb San Diego CA 09/2025 Present
  • 06/2014 → 08/2017
    Pebble Beach Resorts
    Pebble Beach, CA
  • 08/2017 → 08/2018
    Asset Campus Housing
    Eugene, OR
  • 02/2018 → 10/2019
    University Of Oregon Office Of
    Eugene, OR
  • 08/2018 → 02/2019
    Sail Program At The University
    Eugene, OR
  • 02/2019 → 10/2019
    Hilton Garden Inn
    Springfield, OR
  • 11/2019 → 09/2021
    Concorde Career College
    San Diego, CA
  • 09/2021 → 09/2023
    Td Ameritrade
    San Diego, CA
  • 09/2023 → Present
    San Diego, CA
  • 09/2025 → Present
    Charles Schwab Bank, Ssb
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-09
S63 Uniform Securities Agent State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2025-05-09
  • S63 Uniform Securities Agent State Law Examination
    2022-10-07
Other Names
  • Alvy Macias

View on SEC IAPD

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