Best Investors Account Sign in

Chase Robert Goulart

Charles Schwab & Co., Inc.

San Francisco, CA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-02-04
  • CA RA
    APPROVED
    Since 2020-02-04

Branch Locations

3478 California St Suite 100, San Francisco, CA 94118-1837 • 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 06/2018 Present
Private Wealth Partners Larkspur CA 01/2018 05/2018
Craford Benefit Consultants San Rafael CA 04/2017 10/2017
Dominican University Of California San Rafael CA 08/2014 05/2018
Charles Schwab Bank Ssb San Francisco CA 11/2019 Present
  • 06/2018 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 01/2018 → 05/2018
    Private Wealth Partners
    Larkspur, CA
  • 04/2017 → 10/2017
    Craford Benefit Consultants
    San Rafael, CA
  • 08/2014 → 05/2018
    Dominican University Of California
    San Rafael, CA
  • 11/2019 → Present
    Charles Schwab Bank Ssb
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD
YIHENG CAPITAL MANAGEMENT, L.P.

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor