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Alex Yingfan Li

Charles Schwab & Co., Inc.

Reston, VA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-12
  • MD RA
    APPROVED
    Since 2026-01-12

Branch Locations

11953 Freedom Drive, Reston, VA 20190 • 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
The Hatcher Group Bethesda MD 05/2023 08/2023
Big Blue Swim School Fairfax VA 09/2024 03/2025
Full Time Education Waltham MA 09/2020 05/2024
Fund For The Public Interest Boston MA 06/2022 08/2022
Full Time Education San Diego CA 09/2016 07/2017
Full Time Education Bethesda MD 09/2017 07/2020
Charles Schwab & Co., Inc Reston VA 06/2025 Present
Extended Travel St. Mortiz 05/2024 09/2024
Unemployed Bethesda MD 03/2025 06/2025
Charles Schwab Bank Reston VA 06/2025 Present
  • 05/2023 → 08/2023
    The Hatcher Group
    Bethesda, MD
  • 09/2024 → 03/2025
    Big Blue Swim School
    Fairfax, VA
  • 09/2020 → 05/2024
    Full Time Education
    Waltham, MA
  • 06/2022 → 08/2022
    Fund For The Public Interest
    Boston, MA
  • 09/2016 → 07/2017
    Full Time Education
    San Diego, CA
  • 09/2017 → 07/2020
    Full Time Education
    Bethesda, MD
  • 06/2025 → Present
    Charles Schwab & Co., Inc
    Reston, VA
  • 05/2024 → 09/2024
    Extended Travel
    St. Mortiz
  • 03/2025 → 06/2025
    Unemployed
    Bethesda, MD
  • 06/2025 → Present
    Charles Schwab Bank
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-12
  • S66 Uniform Combined State Law Examination
    2026-01-12

View on SEC IAPD

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Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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