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
IA RA APPROVED 2026-02-09
  • IA RA
    APPROVED
    Since 2026-02-09

Branch Locations

5901 Mills Civic Parkway Suite 6000, West Des Moines, IA 50266 • 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 West Des Moines IA 01/2023 Present
Charles Schwab Bank Ssb West Des Moines IA 01/2023 Present
Waukee Dental Waukee IA 09/2021 12/2022
Dentistry At Somerset Ames IA 09/2020 09/2021
Red Lobster Ames IA 08/2019 09/2020
Market Grill Waukee IA 12/2016 08/2019
Education Grimes IA 01/2014 12/2016
  • 01/2023 → Present
    West Des Moines, IA
  • 01/2023 → Present
    Charles Schwab Bank Ssb
    West Des Moines, IA
  • 09/2021 → 12/2022
    Waukee Dental
    Waukee, IA
  • 09/2020 → 09/2021
    Dentistry At Somerset
    Ames, IA
  • 08/2019 → 09/2020
    Red Lobster
    Ames, IA
  • 12/2016 → 08/2019
    Market Grill
    Waukee, IA
  • 01/2014 → 12/2016
    Education
    Grimes, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-09
  • S66 Uniform Combined State Law Examination
    2026-02-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Des Moines, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor