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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-13
  • CA RA
    APPROVED
    Since 2024-09-13

Branch Locations

2399 Seal Beach Blvd. Suite 101, Seal Beach, CA 90740-5630 • 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
Charles Schwab & Co., Inc. Seal Beach CA 01/2022 Present
Original Chop Shop Tempe AZ 09/2021 11/2021
Northern Arizona University Flagstaff AZ 08/2016 05/2020
Upward Projects Phoenix AZ 05/2020 06/2021
Point B Realty Edgartown MA 07/2021 09/2021
Charles Schwab Bank, Ssb Seal Beach CA 01/2024 Present
  • 01/2022 → Present
    Seal Beach, CA
  • 09/2021 → 11/2021
    Original Chop Shop
    Tempe, AZ
  • 08/2016 → 05/2020
    Northern Arizona University
    Flagstaff, AZ
  • 05/2020 → 06/2021
    Upward Projects
    Phoenix, AZ
  • 07/2021 → 09/2021
    Point B Realty
    Edgartown, MA
  • 01/2024 → Present
    Charles Schwab Bank, Ssb
    Seal Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-13
S63 Uniform Securities Agent State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2024-09-13
  • S63 Uniform Securities Agent State Law Examination
    2022-08-15
Other Names
  • Hanna Weintraub

View on SEC IAPD

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