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Chastin Paul Egbert

Charles Schwab & Co., Inc.

Tacoma, WA

Eugene, OR

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-01-04
OR RA APPROVED 2019-03-08
  • WA RA
    APPROVED
    Since 2023-01-04
  • OR RA
    APPROVED
    Since 2019-03-08

Branch Locations

1148 Broadway Suite 110, Tacoma, WA 98402-3589 • United States

975 Oak Street Suite 150, Eugene, OR 97401 • 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
Fidelity Brokerage Services Llc Salt Lake City UT 10/2014 02/2019
Charles Schwab & Co., Inc. Eugene OR 02/2019 Present
Charles Schwab Bank, Ssb Eugene OR 02/2019 Present
Td Ameritrade, Inc Eugene OR 11/2022 06/2024
  • 10/2014 → 02/2019
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 02/2019 → Present
    Charles Schwab & Co., Inc.
    Eugene, OR
  • 02/2019 → Present
    Charles Schwab Bank, Ssb
    Eugene, OR
  • 11/2022 → 06/2024
    Td Ameritrade, Inc
    Eugene, OR
Previous Registrations
  • 2018-09-26 → 2019-02-14
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

1) Egbert Properties LLC | Investment Related:No|1618 Kellogg Rd|Springfield|OR|97477|USA|Rental Services (Other than Real Estate)|Landlord|3/20/2023|Less than 20|0|Secondary Residence Rental Property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-23
S63 Uniform Securities Agent State Law Examination 2015-01-05
  • S66 Uniform Combined State Law Examination
    2018-09-23
  • S63 Uniform Securities Agent State Law Examination
    2015-01-05
Other Names
  • Chaz Egbert

View on SEC IAPD

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