Lupita Chrystal Duenas

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 04/2018
  Wells Fargo Bank Na
  San Mateo, CA
• 04/2018 → 01/2026
  Wells Fargo Clearing Services Llc
  San Mateo, CA
• 12/2014 → 09/2017
  J.P. Morgan Chase
  San Mateo, CA
• 07/2016 → 09/2016
  Blaze Pizza
  Newport Beach, CA
• 02/2026 → Present
  Charles Schwab & Co, Inc
  Brea, CA
• 01/2026 → Present
  Charles Schwab Bank, Ssb
  Brea, CA

Previous Registrations

• 2022-06-07 → 2026-02-03
  Wells Fargo Clearing Services, Llc
  San Mateo, CA
  Palo Alto, CA
  Laguna Beach, CA
  Irvine, CA
  Irvine, CA
  Costa Mesa, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-06-07
• S63 Uniform Securities Agent State Law Examination
  2018-09-17

Other Names

• Lupita Osoriosilverio
• Lupita Chrystal Osorio-Silverio
• Lupita Duenas