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Matthew William Pencer

Charles Schwab & Co., Inc.

Campbell, 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 2019-02-15
  • CA RA
    APPROVED
    Since 2019-02-15

Branch Locations

30 South First Street, Campbell, CA 95008 • 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. Cupertino CA 06/2018 Present
Charles Schwab Bank Cupertino CA 06/2018 Present
Pencer Instrument Care San Jose CA 07/2008 05/2018
The Mountain Winery Saratoga CA 04/2012 12/2016
  • 06/2018 → Present
    Charles Schwab & Co., Inc.
    Cupertino, CA
  • 06/2018 → Present
    Charles Schwab Bank
    Cupertino, CA
  • 07/2008 → 05/2018
    Pencer Instrument Care
    San Jose, CA
  • 04/2012 → 12/2016
    The Mountain Winery
    Saratoga, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-15
  • S66 Uniform Combined State Law Examination
    2019-02-15
Other Names
  • Matt Pencer
  • Matthew Pencer

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · CAMPBELL, CA
MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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