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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-02
CA RA APPROVED 2006-10-17
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • CA RA
    APPROVED
    Since 2006-10-17

Branch Locations

2399 Seal Beach Blvd. Suite 101, Seal Beach, CA 90740-5630 • United States

2825 Main Street, Irvine, CA 92614 • 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
Charles Schwab & Co., Inc. Seal Beach CA 07/2005 Present
Charles Schwab Bank Seal Beach CA 07/2005 Present
Other Businesses

1) Saints Simon and Jude School | Investment Related:No|20400 magnolia st|huntington beach|CA|92646|USA|Education|Board Member|9/1/2021|Less than 20|0|development and financial committee for my children's school. review how funds are spent, monies coming into school and how funds are managed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-16
  • S66 Uniform Combined State Law Examination
    2006-10-16
Other Names
  • Shelly Lynn Kuehnert
  • Shelley Lynn Kuehnert

View on SEC IAPD

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