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Enrico Alfredo Nunez

Charles Schwab & Co., Inc.

San Jose, CA

Austin, TX

CRD 7382417

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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 2022-02-28
  • CA RA
    APPROVED
    Since 2022-02-28

Branch Locations

250 Innovation Drive, San Jose, CA 95134 • United States

11800 Schwab Way, Austin, TX 78758 • 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
Young's Market Company Roseville CA 04/2020 04/2021
Csu Chico Chico CA 12/2018 03/2020
Csu Chico Chico CA 07/2017 05/2019
Chipotle Chico CA 04/2017 01/2018
Cosumnes Oaks High School Elk Grove CA 08/2012 05/2016
Csu Chico Chico CA 08/2016 05/2020
Fidelity Investments Sacramento CA 05/2021 01/2022
Charles Schwab & Co., Inc. San Jose CA 02/2022 Present
Charles Schwab Bank, Ssb San Jose CA 02/2022 Present
  • 04/2020 → 04/2021
    Young's Market Company
    Roseville, CA
  • 12/2018 → 03/2020
    Csu Chico
    Chico, CA
  • 07/2017 → 05/2019
    Csu Chico
    Chico, CA
  • 04/2017 → 01/2018
    Chipotle
    Chico, CA
  • 08/2012 → 05/2016
    Cosumnes Oaks High School
    Elk Grove, CA
  • 08/2016 → 05/2020
    Csu Chico
    Chico, CA
  • 05/2021 → 01/2022
    Fidelity Investments
    Sacramento, CA
  • 02/2022 → Present
    Charles Schwab & Co., Inc.
    San Jose, CA
  • 02/2022 → Present
    Charles Schwab Bank, Ssb
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-28
  • S66 Uniform Combined State Law Examination
    2021-07-28
Designations
  • Certified Financial Planner
Other Names
  • Enrico Nunez
  • Rico Nunez

View on SEC IAPD

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