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
WA RA APPROVED 2023-08-15
  • WA RA
    APPROVED
    Since 2023-08-15

Branch Locations

11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • 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
Unemployed Mill Creek WA 12/2022 03/2023
Northwestern Mutual Bellevue WA 05/2022 08/2022
Seattle Golf Club Seattle WA 06/2020 09/2020
Facelift Painting Everett WA 07/2019 09/2019
Full-Time Education Pullman WA 07/2018 12/2022
Full-Time Education Mill Creek WA 07/2012 07/2018
Charles Schwab & Co., Inc. Bellevue WA 03/2023 Present
Charles Schwab Bank, Ssb Bellevue WA 12/2023 Present
  • 12/2022 → 03/2023
    Unemployed
    Mill Creek, WA
  • 05/2022 → 08/2022
    Northwestern Mutual
    Bellevue, WA
  • 06/2020 → 09/2020
    Seattle Golf Club
    Seattle, WA
  • 07/2019 → 09/2019
    Facelift Painting
    Everett, WA
  • 07/2018 → 12/2022
    Full-Time Education
    Pullman, WA
  • 07/2012 → 07/2018
    Full-Time Education
    Mill Creek, WA
  • 03/2023 → Present
    Bellevue, WA
  • 12/2023 → Present
    Charles Schwab Bank, Ssb
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-14
  • S66 Uniform Combined State Law Examination
    2023-08-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor