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Heba Zedan

Charles Schwab & Co., Inc.

Austin, TX

Irvine, 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
TX RA APPROVED_RES 2022-09-29
CA RA APPROVED 2019-02-20
  • TX RA
    APPROVED_RES
    Since 2022-09-29
  • CA RA
    APPROVED
    Since 2019-02-20

Branch Locations

11800 Schwab Way, Austin, TX 78758 • United States

15101 Alton Parkway, Irvine, CA 92618 • 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
Fidelity Brokerage Services Llc Brea CA 09/2016 11/2018
Lead Waves Phoenix AZ 04/2013 09/2016
Fidelity Personal And Workplace Advisors Boston MA 07/2018 11/2018
Charles Schwab & Co., Inc. Irvine CA 02/2019 Present
Charles Schwab Bank Ssb Irvine CA 02/2019 Present
  • 09/2016 → 11/2018
    Fidelity Brokerage Services Llc
    Brea, CA
  • 04/2013 → 09/2016
    Lead Waves
    Phoenix, AZ
  • 07/2018 → 11/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2019 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 02/2019 → Present
    Charles Schwab Bank Ssb
    Irvine, CA
Previous Registrations
  • 2018-07-13 → 2018-12-18
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-09-28 → 2018-07-13
    Strategic Advisers Llc
    Brea, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-23
  • S66 Uniform Combined State Law Examination
    2017-02-23

View on SEC IAPD

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