Xiaodan Zhang

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-06

TX RA
APPROVED

Since 2026-01-06

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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

Organization	City	State	From	To
Lotus Technology Inc.	Shanghai		10/2021	09/2025
Ue Capital	Shanghai		07/2016	08/2021
Charles Schwab & Co., Inc	Westlake	TX	08/2025	Present

10/2021 → 09/2025

Lotus Technology Inc.

Shanghai
07/2016 → 08/2021

Ue Capital

Shanghai
08/2025 → Present

Charles Schwab & Co., Inc

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-06

S66 Uniform Combined State Law Examination

2026-01-06

View on SEC IAPD

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