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Kristina Francesca Campos

Charles Schwab & Co., Inc.

Redding, CA

Westlake, TX

CRD 6913378

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-08-16
TX RA APPROVED 2019-03-25
  • CA RA
    APPROVED
    Since 2022-08-16
  • TX RA
    APPROVED
    Since 2019-03-25

Branch Locations

Redding, CA • 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
Charles Schwab & Co., Inc. Redding CA 02/2018 Present
Zum Services Inc. Redwood City CA 10/2017 01/2018
Bethel Church, Redding Redding CA 09/2016 05/2017
Unemployed Daly Ciity CA 06/2017 09/2017
Charles Schwab Bank Ssb Redding CA 07/2022 Present
  • 02/2018 → Present
    Charles Schwab & Co., Inc.
    Redding, CA
  • 10/2017 → 01/2018
    Zum Services Inc.
    Redwood City, CA
  • 09/2016 → 05/2017
    Bethel Church, Redding
    Redding, CA
  • 06/2017 → 09/2017
    Unemployed
    Daly Ciity, CA
  • 07/2022 → Present
    Charles Schwab Bank Ssb
    Redding, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-24
  • S66 Uniform Combined State Law Examination
    2019-03-24

View on SEC IAPD

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