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Aminta Angela Romero-Dunkle

Charles Schwab & Co., Inc.

San Francisco, CA

San Francisco, 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 2017-07-20
  • CA RA
    APPROVED
    Since 2017-07-20

Branch Locations

3478 California St Suite 100, San Francisco, CA 94118-1837 • United States

200 California Street Floor 01, San Francisco, CA 94111-4344 • 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
Charles Schwab & Co., Inc San Francisco CA 06/2017 Present
Charles Schwab Bank San Francisco CA 06/2017 Present
Dzh Phillips, Llp San Francisco CA 10/2013 12/2016
Allegory, Inc. San Francisco CA 06/2009 06/2017
  • 06/2017 → Present
    Charles Schwab & Co., Inc
    San Francisco, CA
  • 06/2017 → Present
    Charles Schwab Bank
    San Francisco, CA
  • 10/2013 → 12/2016
    Dzh Phillips, Llp
    San Francisco, CA
  • 06/2009 → 06/2017
    Allegory, Inc.
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-10-09
S65 Uniform Investment Adviser Law Examination 2016-12-30
  • S63 Uniform Securities Agent State Law Examination
    2017-10-09
  • S65 Uniform Investment Adviser Law Examination
    2016-12-30
Other Names
  • Aminta Angela Dunkle
  • Aminta Dunkle

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
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