Zhebin Benson Huang

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

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	2000-10-13

TX RA
APPROVED_RES

Since 2019-01-02
CA RA
APPROVED

Since 2000-10-13

Branch Locations

425 Market Street Floor 17, San Francisco, CA 94105 • 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	01/2000	Present
Charles Schwab Bank, Ssb	San Francisco	CA	02/2005	Present

01/2000 → Present

Charles Schwab Co., Inc.

San Francisco, CA
02/2005 → Present

Charles Schwab Bank, Ssb

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-10-05
S63	Uniform Securities Agent State Law Examination	1998-12-18

S66 Uniform Combined State Law Examination

2000-10-05
S63 Uniform Securities Agent State Law Examination

1998-12-18

Other Names

Ben Huang
Zhebin B Huang
Benson Huang

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