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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 2025-04-08
  • CA RA
    APPROVED
    Since 2025-04-08

Branch Locations

610 Newport Center Drive Suite 150, Newport Beach, CA 92660 • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 05/2017 12/2017
Ncsa Phoenix AZ 08/2015 05/2017
Morgan Stanley Laguna Niguel CA 06/2019 10/2021
Morgan Stanley Laguna Niguel CA 05/2018 09/2018
Morgan Stanley Laguna Niguel CA 03/2018 05/2018
Morgan Stanley Laguna Niguel CA 06/2019 10/2021
Morgan Stanley Laguna Niguel CA 05/2018 10/2021
Merrill Lynch / Bank Of America Corp Newport Beach CA 05/2017 12/2017
Jp Morgan Chase Bank, N.A. Irvine CA 05/2022 07/2023
Jp Morgan Securities, Llc Newport Beach CA 06/2022 03/2025
Lets Heal Within Llc Laguna Beach CA 10/2021 01/2024
Unemployed Laguna Beach CA 01/2018 02/2018
Ariels Tarot, Astrology And Psychic Healing (Llc) Laguna Beach CA 10/2021 01/2024
Corona Del Mar Hs Newport Beach CA 01/2024 01/2024
Charles Schwab Newport Beach CA 03/2025 Present
Charles Schwab Bank Ssb Newport Beach CA 03/2025 Present
  • 05/2017 → 12/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Newport Beach, CA
  • 08/2015 → 05/2017
    Ncsa
    Phoenix, AZ
  • 06/2019 → 10/2021
    Laguna Niguel, CA
  • 05/2018 → 09/2018
    Laguna Niguel, CA
  • 03/2018 → 05/2018
    Laguna Niguel, CA
  • 06/2019 → 10/2021
    Laguna Niguel, CA
  • 05/2018 → 10/2021
    Laguna Niguel, CA
  • 05/2017 → 12/2017
    Merrill Lynch / Bank Of America Corp
    Newport Beach, CA
  • 05/2022 → 07/2023
    Jp Morgan Chase Bank, N.A.
    Irvine, CA
  • 06/2022 → 03/2025
    Newport Beach, CA
  • 10/2021 → 01/2024
    Lets Heal Within Llc
    Laguna Beach, CA
  • 01/2018 → 02/2018
    Unemployed
    Laguna Beach, CA
  • 10/2021 → 01/2024
    Ariels Tarot, Astrology And Psychic Healing (Llc)
    Laguna Beach, CA
  • 01/2024 → 01/2024
    Corona Del Mar Hs
    Newport Beach, CA
  • 03/2025 → Present
    Charles Schwab
    Newport Beach, CA
  • 03/2025 → Present
    Charles Schwab Bank Ssb
    Newport Beach, CA
Previous Registrations
Other Businesses

1) Elizabeth Rizza Ebay Resale | Investment Related:No|Other|selling on ebay |1/1/2024|Less than 20|0|Selling goods on ebay for example model airplanes, and lanterns., 2) Speak and Lead / Toastmasters | Investment Related:No|15500 sand canyon ave|irvine|ca|92618|usa|Other|VP Public Relations|6/30/2026|Less than 20|0|The VP Public Relations handles maintaining and building the club's image. The role involves internal and external communications. This office ranks fourth among the seven. The VPPR plans, organizes, and implements programs to maintain the positive image of the club and Toastmasters for all guests, members, and the general public. Common activities overseen include press releases, publicity campaigns, website maintenance, media re presentation, and club newsletters. Some specific duties of the Vice President - Public Relations are: • Plans and prepares publicity materials Produces a Club Newsletter Important Dates and Deadlines for the Vice President - Public Relations are: As appropriate - assist VPM in promoting membership recruitment programs, contests As appropriate - issue press releases, publicity campaigns As scheduled - publish and distribute club newsletter July - issue press release announcing club officers to media July - participate in meeting to complete annual "Club Success Plan", help publicize to members July/August - promote member participation in club contest August - issue press release announcing club contest winners to media November/December - publicize officer elections to club members January - participate in meeting to update annual "Club Success Plan", help publicize to members January - issue press release announcing club officers to media February - promote member participation in club contest March - issue press release announcing club contest winners to media May/June - publicize officer elections to club members

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-07
S63 Uniform Securities Agent State Law Examination 2019-01-29
  • S65 Uniform Investment Adviser Law Examination
    2019-05-07
  • S63 Uniform Securities Agent State Law Examination
    2019-01-29
Other Names
  • Liz Rose Rizza
  • Liz Rizza
  • Elizabeth Rose Rizza
  • Elizabeth Rizza
  • Elizabeth R Rizza

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