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Stephen Davis

Charles Schwab & Co., Inc.

Walnut Creek, 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 2026-08-31
  • CA RA
    APPROVED
    Since 2026-08-31

Branch Locations

1231 S. California Blvd, Walnut Creek, CA 94596-5122 • 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
Usaf San Antonio TX 07/2014 07/2020
Full Time Education Berkeley CA 08/2022 05/2026
Unemployed American Canyon CA 07/2020 08/2022
Charles Schwab & Co, Inc Walnut Creek CA 06/2026 Present
Charles Schwab Bank, Ssb Walnut Creek CA 06/2026 Present
  • 07/2014 → 07/2020
    Usaf
    San Antonio, TX
  • 08/2022 → 05/2026
    Full Time Education
    Berkeley, CA
  • 07/2020 → 08/2022
    Unemployed
    American Canyon, CA
  • 06/2026 → Present
    Charles Schwab & Co, Inc
    Walnut Creek, CA
  • 06/2026 → Present
    Charles Schwab Bank, Ssb
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-31
  • S66 Uniform Combined State Law Examination
    2026-08-31

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
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