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Allyse Rebekah Cipriotti

Charles Schwab & Co., Inc.

Woodland Hills, CA

Thousand Oaks, 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 2023-12-18
  • CA RA
    APPROVED
    Since 2023-12-18

Branch Locations

6250 Topanga Canyon Blvd Suite 1545, Woodland Hills, CA 91367 • United States

650 S Westlake Boulevard, Thousand Oaks, CA 91362 • 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. Woodland CA 06/2022 10/2022
Nordstrom Rack Thousand Oaks CA 09/2019 01/2021
Conejo Valley Ymca Thousand Oaks CA 06/2019 07/2019
Noah's Bagels Thousand Oaks CA 08/2018 09/2019
Logix Federal Credit Union Newbury Park CA 09/2020 10/2021
N/A Camarillo CA 06/2012 08/2021
Pennymac Loan Services Moorpark CA 10/2021 06/2022
Charles Schwab & Co., Inc. Thousand Oaks CA 12/2022 Present
Charles Schwab Bank, Ssb Thousand Oaks CA 12/2022 Present
  • 06/2022 → 10/2022
    Charles Schwab & Co., Inc.
    Woodland, CA
  • 09/2019 → 01/2021
    Nordstrom Rack
    Thousand Oaks, CA
  • 06/2019 → 07/2019
    Conejo Valley Ymca
    Thousand Oaks, CA
  • 08/2018 → 09/2019
    Noah's Bagels
    Thousand Oaks, CA
  • 09/2020 → 10/2021
    Logix Federal Credit Union
    Newbury Park, CA
  • 06/2012 → 08/2021
    N/A
    Camarillo, CA
  • 10/2021 → 06/2022
    Pennymac Loan Services
    Moorpark, CA
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Thousand Oaks, CA
  • 12/2022 → Present
    Charles Schwab Bank, Ssb
    Thousand Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-01
  • S66 Uniform Combined State Law Examination
    2023-07-01
Other Names
  • Allyse Cipriotti

View on SEC IAPD

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VENTURA ADVISORS · WOODLAND HILLS, CA
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LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
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