Best Investors Account Sign in

Heidi Jean Weir

Charles Schwab & Co., Inc.

Corte Madera, CA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-09-28
  • CA RA
    APPROVED
    Since 2018-09-28

Branch Locations

1704 Redwood Highway, Corte Madera, CA 94925 • 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
Edelman Financial Services Llc Fairfax VA 06/2013 09/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 09/2018
Charles Schwab & Co., Inc. Corte Madera CA 09/2018 Present
Charles Schwab Bank Corte Madera CA 09/2018 Present
  • 06/2013 → 09/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 09/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 09/2018 → Present
    Charles Schwab & Co., Inc.
    Corte Madera, CA
  • 09/2018 → Present
    Charles Schwab Bank
    Corte Madera, CA
Previous Registrations
  • 2013-07-01 → 2018-09-27
    Edelman Financial Services, Llc
    Costa Mesa, CA
    Huntington Beach, CA
    Fairfax, VA
    Walnut Creek, CA
    Walnut Creek, CA
  • 2013-04-09 → 2013-07-02
    Sanders Morris Llc
    Huntington Beach, CA
    Costa Mesa, CA
    Fairfax, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-11
  • S66 Uniform Combined State Law Examination
    2013-03-11
Other Names
  • Heidi Weir

View on SEC IAPD

Other Firms

COHEN CAPITAL MANAGEMENT INC
AVILA REAL ESTATE CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PATHBREAKER VENTURES II, LLC
PATHBREAKER VENTURES III, LLC
PATHBREAKER VENTURES, LLC
HALL FINANCIAL SERVICES, INC

Other Investors

Brodie Trister Cohen
HENRIK INGEMANN NIELSEN
KONSTANTINOS GRIGORAKIS
Jason Yaworski
FATIMA ROMO
BRIAN KYLE GALLAGHER
ROSS GOMPERTZ
JAMES KEYES WATTS

Other Offices

COHEN CAPITAL MANAGEMENT INC · CORTE MADERA, CA
AVILA REAL ESTATE CAPITAL · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
J.P. MORGAN SECURITIES LLC · CORTE MADERA, CA
PATHBREAKER VENTURES II, LLC · CORTE MADERA, CA
PATHBREAKER VENTURES III, LLC · CORTE MADERA, CA

More in Corte Madera, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor