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Desairee Diaz Solis

Charles Schwab & Co., Inc.

Menlo Park, CA

CRD 7975003

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-19
  • CA RA
    APPROVED
    Since 2026-02-19

Branch Locations

800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • 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
Full Time Education Millbrae CA 08/2015 08/2019
Mr. Pickles Sandwich Shop Millbrae CA 06/2017 10/2018
Retro Sweets Burlingame CA 09/2018 01/2019
Janie And Jack Burlingame CA 02/2019 08/2019
Full Time Education San Mateo CA 08/2019 05/2022
Mr. Pickles Sandwich Shop San Mateo CA 08/2019 09/2021
Full Time Education San Jose CA 08/2022 05/2024
Chase Bank San Mateo CA 09/2021 09/2024
Charles Schwab & Co, Inc Menlo Park CA 09/2024 Present
Charles Schwab Bank, Ssb Menlo Park CA 09/2024 Present
  • 08/2015 → 08/2019
    Full Time Education
    Millbrae, CA
  • 06/2017 → 10/2018
    Mr. Pickles Sandwich Shop
    Millbrae, CA
  • 09/2018 → 01/2019
    Retro Sweets
    Burlingame, CA
  • 02/2019 → 08/2019
    Janie And Jack
    Burlingame, CA
  • 08/2019 → 05/2022
    Full Time Education
    San Mateo, CA
  • 08/2019 → 09/2021
    Mr. Pickles Sandwich Shop
    San Mateo, CA
  • 08/2022 → 05/2024
    Full Time Education
    San Jose, CA
  • 09/2021 → 09/2024
    Chase Bank
    San Mateo, CA
  • 09/2024 → Present
    Charles Schwab & Co, Inc
    Menlo Park, CA
  • 09/2024 → Present
    Charles Schwab Bank, Ssb
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-18
  • S66 Uniform Combined State Law Examination
    2026-02-18

View on SEC IAPD

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