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Itzak Beleche-Gonzalez

Charles Schwab & Co., Inc.

Carmel, 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
TX RA APPROVED 2026-06-25
CA RA APPROVED 2024-12-02
  • TX RA
    APPROVED
    Since 2026-06-25
  • CA RA
    APPROVED
    Since 2024-12-02

Branch Locations

100 Clock Tower Place Suite100, Carmel, CA 93923-8771 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 11/2019 11/2024
Bank Of America, N.A. Hollister CA 11/2019 01/2021
University Of California, Berkeley Berkeley CA 08/2012 08/2017
Spirit Halloween Walnut Creek CA 10/2017 11/2017
Victory Toyota - Leslie Motors Auto Group Seaside CA 12/2017 11/2019
Charles Schwab & Co Carmel CA 11/2024 Present
Charles Schwab Bank Carmel CA 11/2024 Present
  • 11/2019 → 11/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Monterey, CA
  • 11/2019 → 01/2021
    Bank Of America, N.A.
    Hollister, CA
  • 08/2012 → 08/2017
    University Of California, Berkeley
    Berkeley, CA
  • 10/2017 → 11/2017
    Spirit Halloween
    Walnut Creek, CA
  • 12/2017 → 11/2019
    Victory Toyota - Leslie Motors Auto Group
    Seaside, CA
  • 11/2024 → Present
    Charles Schwab & Co
    Carmel, CA
  • 11/2024 → Present
    Charles Schwab Bank
    Carmel, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-12
  • S66 Uniform Combined State Law Examination
    2021-03-12
Other Names
  • Itzak Beleche
  • Itzak Gonzalez
  • Itzak Beleche-Gonzalez
  • Itzak J Beleche-Gonzalez
  • Itzak Beleche Gonzalez

View on SEC IAPD

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