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Xiaoyi Tang

Charles Schwab & Co., Inc.

Cupertino, 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 2025-10-02
  • CA RA
    APPROVED
    Since 2025-10-02

Branch Locations

19499 Stevens Creek Blvd Suite 100, Cupertino, CA 95014 • 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
E Fund Management Co. Ltd. Beijing 08/2016 07/2024
Unemployed Cupertino CA 08/2024 08/2025
Charles Schwab & Co, Inc Cupertino CA 09/2025 Present
Charles Schwab Bank, Ssb Cupertino CA 09/2025 Present
  • 08/2016 → 07/2024
    E Fund Management Co. Ltd.
    Beijing
  • 08/2024 → 08/2025
    Unemployed
    Cupertino, CA
  • 09/2025 → Present
    Charles Schwab & Co, Inc
    Cupertino, CA
  • 09/2025 → Present
    Charles Schwab Bank, Ssb
    Cupertino, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-15
S65 Uniform Investment Adviser Law Examination 2025-07-07
  • S63 Uniform Securities Agent State Law Examination
    2025-08-15
  • S65 Uniform Investment Adviser Law Examination
    2025-07-07
Designations
Other Names
  • Clare Tang

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CUPERTINO, CA
CITIGROUP GLOBAL MARKETS INC. · CUPERTINO, CA
EVEREST PRIVATE WEALTH · CUPERTINO, CA
AIMTOP ADVISORS, LLC · CUPERTINO, CA
AKRISH FINANCIAL ADVISORY · CUPERTINO, CA
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