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Ismael Valle Macias

Charles Schwab & Co., Inc.

Sunnyvale, CA

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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 2022-09-16
  • CA RA
    APPROVED
    Since 2022-09-16

Branch Locations

438 East El Camino Real, Sunnyvale, CA 94087-1938 • 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. Sunnyvale CA 06/2022 Present
Jpmorgan Chase Marina CA 12/2019 06/2022
Portola Hotel & Spa Monterey CA 09/2016 12/2019
Best Buy Salinas CA 08/2014 11/2016
Charles Schwab Bank, Ssb Sunnyvale CA 06/2023 Present
  • 06/2022 → Present
    Charles Schwab & Co., Inc.
    Sunnyvale, CA
  • 12/2019 → 06/2022
    Jpmorgan Chase
    Marina, CA
  • 09/2016 → 12/2019
    Portola Hotel & Spa
    Monterey, CA
  • 08/2014 → 11/2016
    Best Buy
    Salinas, CA
  • 06/2023 → Present
    Charles Schwab Bank, Ssb
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
  • S66 Uniform Combined State Law Examination
    2022-09-16
Designations
Other Names
  • Ismael Macias

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
LPL FINANCIAL LLC · SUNNYVALE, CA
EDWARD JONES · SUNNYVALE, CA
STRATEGIC ADVISERS LLC · SUNNYVALE, CA
SV TECH VENTURES, INC. · SUNNYVALE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
U.S. BANCORP ADVISORS, LLC · Sunnyvale, CA
J.P. MORGAN SECURITIES LLC · SUNNYVALE, CA

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