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Koral Anne Newman

Charles Schwab & Co., Inc.

Newport Beach, 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 2026-01-17
  • CA RA
    APPROVED
    Since 2026-01-17

Branch Locations

16 Corporate Plaza Dr, Newport Beach, CA 92660 • 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 Fountain Valley CA 07/2016 06/2021
Newman Consulting Fountain Valley CA 06/2021 12/2023
Athleta Tustin CA 12/2021 11/2023
Smarty Social Media Orange CA 05/2024 08/2024
Continuum 33 Irvine CA 09/2024 08/2025
Unemployed Fountain Valley CA 11/2023 05/2024
Unemployed Fountain Valley CA 08/2024 09/2024
Full Time Education Orange CA 08/2021 05/2025
Charles Schwab & Co., Inc. Newport Beach CA 10/2025 Present
  • 07/2016 → 06/2021
    Unemployed
    Fountain Valley, CA
  • 06/2021 → 12/2023
    Newman Consulting
    Fountain Valley, CA
  • 12/2021 → 11/2023
    Athleta
    Tustin, CA
  • 05/2024 → 08/2024
    Smarty Social Media
    Orange, CA
  • 09/2024 → 08/2025
    Continuum 33
    Irvine, CA
  • 11/2023 → 05/2024
    Unemployed
    Fountain Valley, CA
  • 08/2024 → 09/2024
    Unemployed
    Fountain Valley, CA
  • 08/2021 → 05/2025
    Full Time Education
    Orange, CA
  • 10/2025 → Present
    Charles Schwab & Co., Inc.
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-16
  • S66 Uniform Combined State Law Examination
    2026-01-16
Other Names
  • Koral Newman

View on SEC IAPD

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Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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