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Samantha Lynn Solberg

Charles Schwab & Co., Inc.

San Francisco, 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 2024-10-25
  • CA RA
    APPROVED
    Since 2024-10-25

Branch Locations

425 Market Street Floor 17, San Francisco, CA 94105 • 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
Breckinridge Capital Advisors, Inc. San Diego CA 07/2022 05/2023
Student San Diego CA 11/2021 07/2022
American Mortgage Company San Diego CA 06/2021 11/2021
Sun Wireless San Diego CA 01/2021 06/2021
Student San Diego CA 06/2015 06/2021
Charles Schwab & Co., Inc. San Francisco CA 03/2024 Present
Charles Schwab Bank, Ssb San Francisco CA 03/2024 Present
Unemployed San Diego CA 06/2023 02/2024
  • 07/2022 → 05/2023
    Breckinridge Capital Advisors, Inc.
    San Diego, CA
  • 11/2021 → 07/2022
    Student
    San Diego, CA
  • 06/2021 → 11/2021
    American Mortgage Company
    San Diego, CA
  • 01/2021 → 06/2021
    Sun Wireless
    San Diego, CA
  • 06/2015 → 06/2021
    Student
    San Diego, CA
  • 03/2024 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 03/2024 → Present
    Charles Schwab Bank, Ssb
    San Francisco, CA
  • 06/2023 → 02/2024
    Unemployed
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-01
  • S66 Uniform Combined State Law Examination
    2024-07-01
Other Names
  • Sam Solberg

View on SEC IAPD

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