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Pablo Asael Lozano

Charles Schwab & Co., Inc.

Encino, 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 2020-11-16
TX RA APPROVED 2019-10-14
  • CA RA
    APPROVED
    Since 2020-11-16
  • TX RA
    APPROVED
    Since 2019-10-14

Branch Locations

16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • 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. Encino CA 02/2019 Present
Snap-On Tools Kenosha WI 07/2017 01/2019
Volt At Snap-On Tools Orange CA 01/2017 07/2017
Uber San Francisco CA 05/2015 12/2017
Charles Schwab Bank, Ssb Encino CA 08/2020 Present
  • 02/2019 → Present
    Charles Schwab & Co., Inc.
    Encino, CA
  • 07/2017 → 01/2019
    Snap-On Tools
    Kenosha, WI
  • 01/2017 → 07/2017
    Volt At Snap-On Tools
    Orange, CA
  • 05/2015 → 12/2017
    Uber
    San Francisco, CA
  • 08/2020 → Present
    Charles Schwab Bank, Ssb
    Encino, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-14
  • S66 Uniform Combined State Law Examination
    2019-10-14
Other Names
  • Pablo Lozano

View on SEC IAPD

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Other Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WILLNER & HELLER LLC · ENCINO, CA
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES · ENCINO, CA
FINANCIAL PLANNING FOR GENERATIONS, INC. · ENCINO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA

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