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Eric Trinidad

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6921612

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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
CO RA APPROVED 2025-01-22
  • CO RA
    APPROVED
    Since 2025-01-22

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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. Lone Tree CO 03/2018 Present
At&T Aurora CO 04/2017 06/2017
Keybank Denver CO 05/2016 05/2017
Starbucks Auroa CO 03/2013 01/2017
Enterprise Rent A Car Denver CO 07/2017 Present
Bank Of The West Denver CO 07/2017 02/2018
  • 03/2018 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 04/2017 → 06/2017
    At&T
    Aurora, CO
  • 05/2016 → 05/2017
    Keybank
    Denver, CO
  • 03/2013 → 01/2017
    Starbucks
    Auroa, CO
  • 07/2017 → Present
    Enterprise Rent A Car
    Denver, CO
  • 07/2017 → 02/2018
    Bank Of The West
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-22
S63 Uniform Securities Agent State Law Examination 2018-10-15
  • S66 Uniform Combined State Law Examination
    2025-01-22
  • S63 Uniform Securities Agent State Law Examination
    2018-10-15

View on SEC IAPD

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