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Sara Balk

Charles Schwab & Co., Inc.

San Francisco, 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 2025-08-13
  • CA RA
    APPROVED
    Since 2025-08-13

Branch Locations

106 West Portal Ave, San Francisco, CA 94127-1306 • 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
Nekter Juice Bar Costa Mesa CA 02/2020 10/2020
Chapman University Orange CA 02/2023 12/2023
Sur La Table Seattle WA 05/2021 08/2021
Equinox New York NY 01/2024 09/2024
Charles Schwab San Francisco CA 09/2024 Present
Full Time Education Orange CA 08/2020 12/2023
Full Time Education Danville CA 08/2016 05/2020
Charles Schwab Bank San Francisco CA 09/2024 Present
  • 02/2020 → 10/2020
    Nekter Juice Bar
    Costa Mesa, CA
  • 02/2023 → 12/2023
    Chapman University
    Orange, CA
  • 05/2021 → 08/2021
    Sur La Table
    Seattle, WA
  • 01/2024 → 09/2024
    Equinox
    New York, NY
  • 09/2024 → Present
    Charles Schwab
    San Francisco, CA
  • 08/2020 → 12/2023
    Full Time Education
    Orange, CA
  • 08/2016 → 05/2020
    Full Time Education
    Danville, CA
  • 09/2024 → Present
    Charles Schwab Bank
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-13
  • S66 Uniform Combined State Law Examination
    2025-08-13

View on SEC IAPD

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