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Kylie Goodwin

Charles Schwab & Co., Inc.

Charlotte, NC

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-25
  • NC RA
    APPROVED
    Since 2026-03-25

Branch Locations

4529 Sharon Road, Charlotte, NC 28211-3521 • 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
Valuable Capital Securities, Llc Irvine CA 10/2022 01/2026
Paul Martin's American Grill Irvine CA 03/2020 12/2022
The Ritz Carlton Bacara Santa Barbara CA 11/2019 03/2020
Tijeras Creek Golf Club Rancho Santa Margarita CA 04/2018 01/2019
Unemployed Trabuco Canyon CA 09/2019 11/2019
Paul Martin's American Grill Irvine CA 12/2018 09/2019
Daily's Sports Grill Rancho Santa Margarita CA 08/2016 04/2018
Charles Schwab & Co., Inc. Charlotte NC 02/2026 Present
Charles Schwab Bank Charlotte NC 02/2026 Present
  • 10/2022 → 01/2026
    Valuable Capital Securities, Llc
    Irvine, CA
  • 03/2020 → 12/2022
    Paul Martin's American Grill
    Irvine, CA
  • 11/2019 → 03/2020
    The Ritz Carlton Bacara
    Santa Barbara, CA
  • 04/2018 → 01/2019
    Tijeras Creek Golf Club
    Rancho Santa Margarita, CA
  • 09/2019 → 11/2019
    Unemployed
    Trabuco Canyon, CA
  • 12/2018 → 09/2019
    Paul Martin's American Grill
    Irvine, CA
  • 08/2016 → 04/2018
    Daily's Sports Grill
    Rancho Santa Margarita, CA
  • 02/2026 → Present
    Charles Schwab & Co., Inc.
    Charlotte, NC
  • 02/2026 → Present
    Charles Schwab Bank
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-25
S63 Uniform Securities Agent State Law Examination 2023-04-06
  • S65 Uniform Investment Adviser Law Examination
    2026-03-25
  • S63 Uniform Securities Agent State Law Examination
    2023-04-06
Other Names
  • Kylie Patricia Relph
  • Kylie Patricia Goodwin

View on SEC IAPD

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