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Rafael David Torres Logreira

Charles Schwab & Co., Inc.

Paramus, NJ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-01-25
  • NJ RA
    APPROVED
    Since 2024-01-25

Branch Locations

155 Route 17, Paramus, NJ 07652-2903 • 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
Wells Fargo Advisors, Llc. Hillside NJ 08/2013 11/2016
Wells Fargo Bank Na Hillside NJ 08/2012 12/2021
Wells Fargo Clearing Services, Llc Hillside NJ 11/2016 12/2021
E*Trade Securities Llc New York NY 01/2022 07/2023
E*Trade Capital Management Llc New York NY 01/2022 07/2023
Morgan Stanley New York NY 03/2023 09/2023
Morgan Stanley New York NY 09/2023 09/2023
Morgan Stanley New York NY 09/2023 01/2024
Morgan Stanley Jersey City NJ 07/2023 01/2024
Charles Schwab & Co Inc,. Paramus NJ 01/2024 Present
Charles Schwab Bank, Ssb Paramus NJ 01/2024 Present
  • 08/2013 → 11/2016
    Wells Fargo Advisors, Llc.
    Hillside, NJ
  • 08/2012 → 12/2021
    Wells Fargo Bank Na
    Hillside, NJ
  • 11/2016 → 12/2021
    Wells Fargo Clearing Services, Llc
    Hillside, NJ
  • 01/2022 → 07/2023
    E*Trade Securities Llc
    New York, NY
  • 01/2022 → 07/2023
    E*Trade Capital Management Llc
    New York, NY
  • 03/2023 → 09/2023
    Morgan Stanley
    New York, NY
  • 09/2023 → 09/2023
    Morgan Stanley
    New York, NY
  • 09/2023 → 01/2024
    Morgan Stanley
    New York, NY
  • 07/2023 → 01/2024
    Morgan Stanley
    Jersey City, NJ
  • 01/2024 → Present
    Charles Schwab & Co Inc,.
    Paramus, NJ
  • 01/2024 → Present
    Charles Schwab Bank, Ssb
    Paramus, NJ
Previous Registrations
  • 2023-09-05 → 2024-01-23
    Morgan Stanley
    New York, NY
    Jersey City, NJ
  • 2022-01-24 → 2023-09-05
    Harrisdirect Llc
    New York, NY
    Arlington, VA
  • 2021-06-23 → 2022-01-10
    Wells Fargo Clearing Services, Llc
    Hillside, NJ
    Short Hills, NJ
    Clark, NJ
    Flemington, NJ
    Springfield, NJ
    Clark, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-28
S63 Uniform Securities Agent State Law Examination 2013-11-27
  • S66 Uniform Combined State Law Examination
    2020-11-28
  • S63 Uniform Securities Agent State Law Examination
    2013-11-27
Other Names
  • Rafae David Torres
  • Rafael David Torres
  • Rafael David Torres-Logreira

View on SEC IAPD

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