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Michelle Phradichith

Charles Schwab & Co., Inc.

Walnut Creek, 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 2025-11-11
  • CA RA
    APPROVED
    Since 2025-11-11

Branch Locations

1231 S. California Blvd, Walnut Creek, CA 94596-5122 • 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
Fidelity Brokerage Services Llc Burbank CA 05/2018 05/2019
Veritude Burbank CA 03/2018 05/2018
Real Software Systems Woodland Hills CA 08/2015 02/2018
Fidelity Investments Boston MA 03/2025 10/2025
Fidelity Investments San Francisco CA 11/2020 10/2025
Fidelity Investments San Francisco CA 05/2019 11/2020
Charles Schwab & Co., Inc. Walnut Creek CA 10/2025 Present
Charles Schwab Bank Walnut Creek CA 10/2025 Present
  • 05/2018 → 05/2019
    Fidelity Brokerage Services Llc
    Burbank, CA
  • 03/2018 → 05/2018
    Veritude
    Burbank, CA
  • 08/2015 → 02/2018
    Real Software Systems
    Woodland Hills, CA
  • 03/2025 → 10/2025
    Fidelity Investments
    Boston, MA
  • 11/2020 → 10/2025
    Fidelity Investments
    San Francisco, CA
  • 05/2019 → 11/2020
    Fidelity Investments
    San Francisco, CA
  • 10/2025 → Present
    Charles Schwab & Co., Inc.
    Walnut Creek, CA
  • 10/2025 → Present
    Charles Schwab Bank
    Walnut Creek, CA
Previous Registrations
  • 2025-03-31 → 2025-10-21
    Strategic Advisers Llc
    Antioch, CA
    Antioch, CA
    San Francisco, CA
    San Francisco, CA
    Boston, MA
  • 2019-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-14
S63 Uniform Securities Agent State Law Examination 2018-12-17
  • S66 Uniform Combined State Law Examination
    2019-08-14
  • S63 Uniform Securities Agent State Law Examination
    2018-12-17

View on SEC IAPD

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KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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