Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-06
  • CA RA
    APPROVED
    Since 2025-09-06

Branch Locations

12481 High Bluff Drive Suite 100, San Diego, CA 92130-3583 • 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
Merrill Lynch, Pierce, Fenner & Smith, Inc. El Cajon CA 10/2022 08/2025
24 Hour Fitness Carlsbad CA 06/2016 10/2022
Full Time Education Greenwood Village CO 05/2019 10/2020
Miracosta College Oceanside CA 08/2018 05/2019
Palomar College San Marcos CA 08/2015 05/2018
Bank Of America, N.A. El Cajon CA 12/2022 08/2025
Charles Schwab & Co., Inc. San Diego CA 09/2025 Present
Charles Schwab Bank, Ssb San Diego CA 09/2025 Present
  • 10/2022 → 08/2025
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    El Cajon, CA
  • 06/2016 → 10/2022
    24 Hour Fitness
    Carlsbad, CA
  • 05/2019 → 10/2020
    Full Time Education
    Greenwood Village, CO
  • 08/2018 → 05/2019
    Miracosta College
    Oceanside, CA
  • 08/2015 → 05/2018
    Palomar College
    San Marcos, CA
  • 12/2022 → 08/2025
    Bank Of America, N.A.
    El Cajon, CA
  • 09/2025 → Present
    San Diego, CA
  • 09/2025 → Present
    Charles Schwab Bank, Ssb
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-13
  • S66 Uniform Combined State Law Examination
    2023-03-13
Other Names
  • Michael J Frey
  • Michael Frey

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor