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Russell Alexander Lin

Charles Schwab & Co., Inc.

Pleasanton, 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 2020-04-06
TX RA APPROVED 2019-03-04
  • CA RA
    APPROVED
    Since 2020-04-06
  • TX RA
    APPROVED
    Since 2019-03-04

Branch Locations

6200 Stoneridge Mall Road Suite 100, Pleasanton, CA 94588 • 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. Pleasanton CA 06/2018 Present
State Farm Redding CA 07/2016 09/2016
Arlington Financial Advisors Santa Barbara CA 07/2017 09/2017
Student Eugene OR 09/2016 06/2017
Student Eugene OR 09/2017 12/2017
Unemployed Redding CA 12/2017 06/2018
Charles Schwab Bank, Ssb Pleasanton CA 02/2020 Present
  • 06/2018 → Present
    Charles Schwab & Co., Inc.
    Pleasanton, CA
  • 07/2016 → 09/2016
    State Farm
    Redding, CA
  • 07/2017 → 09/2017
    Arlington Financial Advisors
    Santa Barbara, CA
  • 09/2016 → 06/2017
    Student
    Eugene, OR
  • 09/2017 → 12/2017
    Student
    Eugene, OR
  • 12/2017 → 06/2018
    Unemployed
    Redding, CA
  • 02/2020 → Present
    Charles Schwab Bank, Ssb
    Pleasanton, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04
Other Names
  • Russell Lin

View on SEC IAPD

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Other Offices

PRUDENT PROSPERA PLANNING, INC. · PLEASANTON, CA
CETERA INVESTMENT ADVISERS LLC · PLEASANTON, CA
PANDECT CATALYST FUND MANAGEMENT LLC · PLEASANTON, CA
ADAP TAX FINANCIAL, INC. · PLEASANTON, CA
BUCK WEALTH STRATEGIES, LLC · PLEASANTAN, CA
DEJARNATT, PAUL E · PLEASANTON, CA
LPL FINANCIAL LLC · PLEASANTON, CA
LEGACY WEALTH MANAGEMENT, LLC · Pleasanton, CA

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