Gerald Matthew Cloney

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_RES	2019-01-02
CA	RA	APPROVED	2005-08-10

TX RA
APPROVED_RES

Since 2019-01-02
CA RA
APPROVED

Since 2005-08-10

Branch Locations

3478 California St Suite 100, San Francisco, CA 94118-1837 • United States

200 California Street Floor 01, San Francisco, CA 94111-4344 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc	San Francisco	CA	04/2003	Present
Charles Schwab Bank Ssb	San Francisco	CA	05/2008	Present

04/2003 → Present

Charles Schwab & Co., Inc

San Francisco, CA
05/2008 → Present

Charles Schwab Bank Ssb

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-07-22
S63	Uniform Securities Agent State Law Examination	2001-08-06

S66 Uniform Combined State Law Examination

2005-07-22
S63 Uniform Securities Agent State Law Examination

2001-08-06

View on SEC IAPD

Current Employers

Charles Schwab & Co., Inc.

Disclosures

Employment History

Exams

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