Izabela Urszula Sadeghi

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

Authority	Category	Status	Date
CO	RA	APPROVED	2014-09-04

CO RA
APPROVED

Since 2014-09-04

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Englewood, CO • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Englewood	CO	08/2014	Present
Charles Schwab Bank, Ssb	Lone Tree	CO	07/2019	06/2021

08/2014 → Present

Charles Schwab & Co., Inc.

Englewood, CO
07/2019 → 06/2021

Charles Schwab Bank, Ssb

Lone Tree, CO

Previous Registrations

2009-01-06 → 2014-08-13

Alps Advisors, Inc.

Denver, CO

Other Businesses

(1) REAL ESTATE/PROPERTY MANAGEMENT, GREENWOOD VILLAGE, COLORADO, NOT INVESTMENT RELATED, 01/01/2001, OWNER OF RENTAL UNIT, LESS THAN 20 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS; (2) REAL ESTATE/PROPERTY MANAGEMENT, ENGLEWOOD, COLORADO, NOT INVESTMENT RELATED, 12/01/2016, OWNER, LESS THAN 20 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-04-17
S63	Uniform Securities Agent State Law Examination	2002-03-30

S65 Uniform Investment Adviser Law Examination

2008-04-17
S63 Uniform Securities Agent State Law Examination

2002-03-30

Other Names

Isabel Urszula Gorski
Izabela Urszula Gorska
Izabela Urszula Gorski
Izabela Sadeghi

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