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John Woolway

Charles Schwab & Co., Inc.

Mission Viejo, CA

Dana Point, 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 2026-05-19
TX RA APPROVED 2026-05-18
  • CA RA
    APPROVED
    Since 2026-05-19
  • TX RA
    APPROVED
    Since 2026-05-18

Branch Locations

27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • United States

2 Ritz Carlton Dr Suite 203, Dana Point, CA 92629 • 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
Unemployed Alamo CA 06/2016 05/2017
Full Time Education Pleasant Hill CA 05/2017 07/2022
Full Time Education Costa Mesa CA 08/2022 06/2023
Full Time Education Orange CA 08/2023 05/2025
Your Energy Solutions Livermore CA 08/2017 08/2018
Xenia Bistro Alamo CA 05/2018 07/2021
Charles Schwab & Co., Inc. Dana Point CA 06/2025 Present
Charles Schwab Bank, Ssb Dana Point CA 06/2025 Present
  • 06/2016 → 05/2017
    Unemployed
    Alamo, CA
  • 05/2017 → 07/2022
    Full Time Education
    Pleasant Hill, CA
  • 08/2022 → 06/2023
    Full Time Education
    Costa Mesa, CA
  • 08/2023 → 05/2025
    Full Time Education
    Orange, CA
  • 08/2017 → 08/2018
    Your Energy Solutions
    Livermore, CA
  • 05/2018 → 07/2021
    Xenia Bistro
    Alamo, CA
  • 06/2025 → Present
    Charles Schwab & Co., Inc.
    Dana Point, CA
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Dana Point, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-18
  • S66 Uniform Combined State Law Examination
    2026-05-18

View on SEC IAPD

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Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
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