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Charles Perez

Charles Schwab & Co., Inc.

Los Angeles, 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 2025-10-27
  • CA RA
    APPROVED
    Since 2025-10-27

Branch Locations

1840 Century Park East Suite 100, Los Angeles, CA 90067 • 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. Los Angeles CA 04/2025 Present
Hntb Los Angeles CA 07/2023 03/2025
Full Time Education Los Angeles CA 08/2019 05/2023
Full Time Education New Orleans LA 08/2015 05/2019
Unemployed New Orleans LA 05/2019 08/2019
Charles Schwab Bank Los Angeles CA 04/2025 Present
  • 04/2025 → Present
    Charles Schwab & Co., Inc.
    Los Angeles, CA
  • 07/2023 → 03/2025
    Hntb
    Los Angeles, CA
  • 08/2019 → 05/2023
    Full Time Education
    Los Angeles, CA
  • 08/2015 → 05/2019
    Full Time Education
    New Orleans, LA
  • 05/2019 → 08/2019
    Unemployed
    New Orleans, LA
  • 04/2025 → Present
    Charles Schwab Bank
    Los Angeles, CA
Other Businesses

eBay|Investment Related:No|eCommerce|N/A|2026-03-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Listing items on an online storefront. The items will be household/office supplies. No financial services or investment related responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
  • S66 Uniform Combined State Law Examination
    2025-10-27
Other Names
  • Charles Grahme Perez

View on SEC IAPD

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GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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