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Charles Wayan Schwab

Define Financial, LLC

San Diego, CA

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Current Employers
Define Financial, Llc

12526 High Bluff Drive Suite 270, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-09
  • CA RA
    APPROVED
    Since 2026-03-09

Branch Locations

12526 High Bluff Drive Suite 270, San Diego, CA 92130 • 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
Roche Molecular Systems Santa Clara CA 12/2014 04/2018
Education San Ramon CA 04/2018 05/2019
Ginsburg Financial Advisors Oakland CA 05/2019 05/2022
Cetera Financial Group San Diego CA 05/2022 09/2025
Cerity Partners San Diego CA 09/2025 01/2026
Define Financial, Llc San Diego CA 02/2026 Present
  • 12/2014 → 04/2018
    Roche Molecular Systems
    Santa Clara, CA
  • 04/2018 → 05/2019
    Education
    San Ramon, CA
  • 05/2019 → 05/2022
    Ginsburg Financial Advisors
    Oakland, CA
  • 05/2022 → 09/2025
    Cetera Financial Group
    San Diego, CA
  • 09/2025 → 01/2026
    Cerity Partners
    San Diego, CA
  • 02/2026 → Present
    Define Financial, Llc
    San Diego, CA
Previous Registrations
Designations
Other Names
  • Charlie Schwab
  • Charles Schwab

View on SEC IAPD

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