Scott Ryan Lee

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-03-16
CA	RA	APPROVED	2022-04-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Newport Beach	CA	09/2021	Present
Charles Schwab Bank, Ssb	Newport Beach	CA	09/2021	Present
Saddleback College	Mission Viejo	CA	08/2017	05/2019
Don Juan Avila Middle School / Aliso Niguel High School	Aliso Viejo	CA	01/2012	07/2017
Unemployed	Aliso Viejo	CA	06/2021	08/2021
California State University - Fullerton	Fullerton	CA	08/2019	05/2021
Unemployed	Aliso Viejo	CA	06/2019	07/2019
Pizza Hut	Laguna Hills	CA	03/2018	01/2019

09/2021 → Present

Charles Schwab & Co., Inc.

Newport Beach, CA
09/2021 → Present

Charles Schwab Bank, Ssb

Newport Beach, CA
08/2017 → 05/2019

Saddleback College

Mission Viejo, CA
01/2012 → 07/2017

Don Juan Avila Middle School / Aliso Niguel High School

Aliso Viejo, CA
06/2021 → 08/2021

Unemployed

Aliso Viejo, CA
08/2019 → 05/2021

California State University - Fullerton

Fullerton, CA
06/2019 → 07/2019

Unemployed

Aliso Viejo, CA
03/2018 → 01/2019

Pizza Hut

Laguna Hills, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-21
S63	Uniform Securities Agent State Law Examination	2022-03-01

Other Firms