Reginne Arevalo

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-11

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Riverside	CA	10/2018	07/2021
Bank Of America	Brea	CA	10/2017	09/2018
Unemployed	Los Angeles	CA	01/2017	10/2017
Arrowhead Credit Union	San Bernardino	CA	09/2016	12/2016
Unemployed	San Bernardino	CA	09/2012	06/2017
Bank Of America, N.A.	Riverside	CA	12/2018	07/2021
Fidelity Investments	Jacksonville	FL	07/2021	06/2022
Goldman Sachs Ayco	Newport Beach	CA	06/2022	05/2025
Charles Schwab & Co., Inc.	Los Angeles	CA	12/2025	Present
Unemployed	Los Angeles	CA	06/2025	11/2025
Schwab Wealth Advisory Inc	Los Angeles	CA	12/2025	Present

10/2018 → 07/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Riverside, CA
10/2017 → 09/2018

Bank Of America

Brea, CA
01/2017 → 10/2017

Unemployed

Los Angeles, CA
09/2016 → 12/2016

Arrowhead Credit Union

San Bernardino, CA
09/2012 → 06/2017

Unemployed

San Bernardino, CA
12/2018 → 07/2021

Bank Of America, N.A.

Riverside, CA
07/2021 → 06/2022

Fidelity Investments

Jacksonville, FL
06/2022 → 05/2025

Goldman Sachs Ayco

Newport Beach, CA
12/2025 → Present

Charles Schwab & Co., Inc.

Los Angeles, CA
06/2025 → 11/2025

Unemployed

Los Angeles, CA
12/2025 → Present

Schwab Wealth Advisory Inc

Los Angeles, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-05

Other Firms