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Lauren Zee

Charles Schwab & Co., Inc.

Corte Madera, 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 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05

Branch Locations

1704 Redwood Highway, Corte Madera, CA 94925 • 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
Riordan Highschool San Francisco CA 10/2021 05/2023
Unemployed San Francisco CA 09/2018 07/2019
Unemployed San Francisco CA 04/2015 06/2018
Orchard Hotel San Francisco CA 07/2019 09/2019
Unemployed San Francisco CA 10/2021 05/2022
Sf Food And Beverage San Francisco CA 09/2022 10/2022
Charles Schwab & Co., Inc. Corte Madera CA 11/2022 Present
Charles Schwab Bank Corte Madera CA 11/2022 Present
One Hundred Roses From Concret San Francisco CA 05/2022 08/2022
Northern California Music And San Francisco CA 06/2018 08/2018
San Jose State University San Jose CA 07/2019 12/2019
Unemployed San Francisco CA 01/2020 06/2021
Virginia Commonwealth Universi San Francisco CA 06/2021 07/2021
Contractor San Francisco CA 08/2021 09/2021
  • 10/2021 → 05/2023
    Riordan Highschool
    San Francisco, CA
  • 09/2018 → 07/2019
    Unemployed
    San Francisco, CA
  • 04/2015 → 06/2018
    Unemployed
    San Francisco, CA
  • 07/2019 → 09/2019
    Orchard Hotel
    San Francisco, CA
  • 10/2021 → 05/2022
    Unemployed
    San Francisco, CA
  • 09/2022 → 10/2022
    Sf Food And Beverage
    San Francisco, CA
  • 11/2022 → Present
    Charles Schwab & Co., Inc.
    Corte Madera, CA
  • 11/2022 → Present
    Charles Schwab Bank
    Corte Madera, CA
  • 05/2022 → 08/2022
    One Hundred Roses From Concret
    San Francisco, CA
  • 06/2018 → 08/2018
    Northern California Music And
    San Francisco, CA
  • 07/2019 → 12/2019
    San Jose State University
    San Jose, CA
  • 01/2020 → 06/2021
    Unemployed
    San Francisco, CA
  • 06/2021 → 07/2021
    Virginia Commonwealth Universi
    San Francisco, CA
  • 08/2021 → 09/2021
    Contractor
    San Francisco, CA
Other Businesses

1) Sacred Heart Cathedral | Investment Related No|1055 Ellis St|Education|Wrestling Coach|2024-10-01|Less than 20|0|I coach wrestling for the high school I attended. No investment or financial related activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-04
  • S66 Uniform Combined State Law Examination
    2025-09-04

View on SEC IAPD

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Other Offices

COHEN CAPITAL MANAGEMENT INC · CORTE MADERA, CA
AVILA REAL ESTATE CAPITAL · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
J.P. MORGAN SECURITIES LLC · CORTE MADERA, CA
PATHBREAKER VENTURES II, LLC · CORTE MADERA, CA
PATHBREAKER VENTURES III, LLC · CORTE MADERA, CA

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