Isaac Damien Cowen

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-05-13

CA RA
APPROVED

Since 2022-05-13

Branch Locations

3150 Crow Canyon Road, San Ramon, CA 94583-1332 • United States

6200 Stoneridge Mall Road Suite 100, Pleasanton, CA 94588 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Banc West Investment Services	San Francisco	CA	10/2018	04/2022
Bank Of America	Vallejo	CA	11/2012	10/2016
Bank Of The West	San Francisco	CA	10/2018	04/2022
Unemployed	Vallejo	CA	11/2016	05/2017
Bank Of The West	Novato	CA	05/2017	10/2018
Charles Schwab & Co., Inc.	Pleasanton	CA	04/2022	Present
Charles Schwab Bank, Ssb	Pleasanton	CA	04/2022	Present

10/2018 → 04/2022

Banc West Investment Services

San Francisco, CA
11/2012 → 10/2016

Bank Of America

Vallejo, CA
10/2018 → 04/2022

Bank Of The West

San Francisco, CA
11/2016 → 05/2017

Unemployed

Vallejo, CA
05/2017 → 10/2018

Bank Of The West

Novato, CA
04/2022 → Present

Charles Schwab & Co., Inc.

Pleasanton, CA
04/2022 → Present

Charles Schwab Bank, Ssb

Pleasanton, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-12

S66 Uniform Combined State Law Examination

2022-05-12

Other Names

Isaac Cowen

View on SEC IAPD

Current Employers

Charles Schwab & Co., Inc.

Disclosures

Employment History

Exams

Other Names

Other Firms

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