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Skylar Ann Taylor

Charles Schwab & Co., Inc.

Mission Viejo, CA

Dana Point, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-22
  • CA RA
    APPROVED
    Since 2026-07-22

Branch Locations

27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • United States

2 Ritz Carlton Dr Suite 203, Dana Point, CA 92629 • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2020 10/2024
My Pita Wrap Flagstaff AZ 08/2018 03/2020
Northern Arizona University Flagstaff AZ 09/2019 03/2020
Texas Roadhouse Flagstaff AZ 09/2017 05/2018
Texas Roadhouse Mesa AZ 11/2014 08/2019
Northern Arizona University Flagstaff AZ 08/2016 05/2020
Charles Schwab & Co., Inc. Mission Viejo CA 11/2024 Present
Charles Schwab Bank, Ssb Mission Viejo CA 11/2024 Present
  • 08/2020 → 10/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2018 → 03/2020
    My Pita Wrap
    Flagstaff, AZ
  • 09/2019 → 03/2020
    Northern Arizona University
    Flagstaff, AZ
  • 09/2017 → 05/2018
    Texas Roadhouse
    Flagstaff, AZ
  • 11/2014 → 08/2019
    Texas Roadhouse
    Mesa, AZ
  • 08/2016 → 05/2020
    Northern Arizona University
    Flagstaff, AZ
  • 11/2024 → Present
    Charles Schwab & Co., Inc.
    Mission Viejo, CA
  • 11/2024 → Present
    Charles Schwab Bank, Ssb
    Mission Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-22
S63 Uniform Securities Agent State Law Examination 2020-09-23
  • S65 Uniform Investment Adviser Law Examination
    2026-07-22
  • S63 Uniform Securities Agent State Law Examination
    2020-09-23
Other Names
  • Skylar Morse
  • Skylar Ann Morse

View on SEC IAPD

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Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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