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Andrew Christensen

Charles Schwab & Co., Inc.

Santa Barbara, CA

CRD 7700306

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-13
  • CA RA
    APPROVED
    Since 2026-03-13

Branch Locations

900 Chapala St. Suite 100, Santa Barbara, CA 93101 • 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
South County Referee Association Trabuco Canyon CA 01/2013 01/2017
Tiki Hut San Luis Obispo CA 06/2019 04/2020
Alta Marketing Tulsa OK 04/2020 07/2020
San Luis Obispo Country Club San Luis Obispo CA 04/2022 08/2022
Pacific Life Newport Beach CA 02/2023 05/2025
Cal Poly San Luis Obispo San Luis Obispo CA 02/2017 05/2019
Full Time Education San Luis Obispo CA 08/2020 03/2022
Unemployed Trabuco Canyon CA 08/2022 02/2023
Charles Schwab & Co., Inc. Santa Barbara CA 06/2025 Present
Charles Schwab Bank, Ssb Santa Barbara CA 06/2025 Present
  • 01/2013 → 01/2017
    South County Referee Association
    Trabuco Canyon, CA
  • 06/2019 → 04/2020
    Tiki Hut
    San Luis Obispo, CA
  • 04/2020 → 07/2020
    Alta Marketing
    Tulsa, OK
  • 04/2022 → 08/2022
    San Luis Obispo Country Club
    San Luis Obispo, CA
  • 02/2023 → 05/2025
    Pacific Life
    Newport Beach, CA
  • 02/2017 → 05/2019
    Cal Poly San Luis Obispo
    San Luis Obispo, CA
  • 08/2020 → 03/2022
    Full Time Education
    San Luis Obispo, CA
  • 08/2022 → 02/2023
    Unemployed
    Trabuco Canyon, CA
  • 06/2025 → Present
    Santa Barbara, CA
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Santa Barbara, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
S63 Uniform Securities Agent State Law Examination 2023-05-02
  • S66 Uniform Combined State Law Examination
    2026-03-13
  • S63 Uniform Securities Agent State Law Examination
    2023-05-02
Other Names
  • Andrew Christensen
  • Andrew David Christensen

View on SEC IAPD

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