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Daniel John Duran

Charles Schwab & Co., Inc.

Menlo Park, CA

CRD 8029256

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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 2026-03-25
  • CA RA
    APPROVED
    Since 2026-03-25

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
Affirma Bellevue WA 03/2024 06/2024
Broadmoor Golf Club Seattle WA 05/2023 05/2024
Adams Moving Service Seattle WA 06/2022 09/2022
University Of Washington Seattle WA 09/2020 06/2024
Unemployed San Carlos CA 12/2014 09/2020
Unemployed San Carlos CA 06/2024 02/2025
Northwestern Mutual Life Insurance Company San Jose CA 02/2025 06/2025
Northwestern Mutual Investment Services Llc Campbell CA 03/2025 06/2025
Charles Schwab & Co., Inc. Menlo Park CA 06/2025 Present
Charles Schwab Bank, Ssb Menlo Park CA 06/2025 Present
  • 03/2024 → 06/2024
    Affirma
    Bellevue, WA
  • 05/2023 → 05/2024
    Broadmoor Golf Club
    Seattle, WA
  • 06/2022 → 09/2022
    Adams Moving Service
    Seattle, WA
  • 09/2020 → 06/2024
    University Of Washington
    Seattle, WA
  • 12/2014 → 09/2020
    Unemployed
    San Carlos, CA
  • 06/2024 → 02/2025
    Unemployed
    San Carlos, CA
  • 02/2025 → 06/2025
    Northwestern Mutual Life Insurance Company
    San Jose, CA
  • 03/2025 → 06/2025
    Northwestern Mutual Investment Services Llc
    Campbell, CA
  • 06/2025 → Present
    Charles Schwab & Co., Inc.
    Menlo Park, CA
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-25
  • S66 Uniform Combined State Law Examination
    2026-03-25
Other Names
  • Daniel John Duran

View on SEC IAPD

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