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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
Branch Locations
19499 Stevens Creek Blvd Suite 100, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central University Of Finance And Economics | Beijing | 09/2019 | 08/2025 | |
| University Of Bristol | Bristol | 09/2014 | 06/2018 | |
| Unemployed | Bristol | 07/2018 | 08/2019 | |
| Charles Schwab & Co., Inc. | Cupertino | CA | 03/2026 | Present |
| Charles Schwab Bank, Ssb | Cupertino | CO | 03/2026 | Present |
| Pointnemo Enterprise | Costa Mesa | CA | 12/2024 | 02/2026 |
1) Galapagos Management LLC | Investment Related:No||Personal/Household Services|Member|2024-12-27|Less than 20|0|My husband Zixuan Yang and I co-own Galapagos Management LLC, a family investment holding company in which we each hold a 50% membership interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-17 |
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