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Yuanyuan Zhao

Charles Schwab & Co., Inc.

Westlake, TX

Orlando, FL

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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 2022-10-06
  • TX RA
    APPROVED
    Since 2022-10-06

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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
Td Ameritrade, Inc. Westlake TX 11/2005 06/2024
Charles Schwab & Co., Inc. Westlake TX 10/2022 Present
Previous Registrations
  • 2020-06-22 → 2022-10-14
    Td Ameritrade, Inc.
    Fort Worth, TX
    Westlake, TX
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-19
  • S66 Uniform Combined State Law Examination
    2020-06-19
Other Names
  • Erin Zhao

View on SEC IAPD

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