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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-08-19
  • WA RA
    APPROVED
    Since 2026-08-19

Branch Locations

400 Westlake Ave N Suite 110, Seattle, WA 98109 • United States

508 Union St, Seattle, WA 98101 • 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
Fidelity Investments Salt Lake City UT 02/2023 07/2026
Fedex Salt Lake City UT 12/2022 01/2023
Domotz Draper UT 04/2022 05/2022
Unity Group Real Estate Holladay UT 03/2021 04/2023
Intermountain Lift Truck Salt Lake City UT 04/2020 03/2021
Golden Customer Care Salt Lake City UT 09/2019 03/2020
Premium Retail Services Salt Lake City UT 12/2013 12/2017
Trails Gentlemens Club Salt Lake City UT 06/2017 06/2019
Fidelity Investments Boston MA 03/2025 07/2026
Charles Schwab Bank, Ssb Seattle WA 07/2026 Present
Charles Schwab & Co., Inc. Seattle WA 07/2026 Present
  • 02/2023 → 07/2026
    Fidelity Investments
    Salt Lake City, UT
  • 12/2022 → 01/2023
    Fedex
    Salt Lake City, UT
  • 04/2022 → 05/2022
    Domotz
    Draper, UT
  • 03/2021 → 04/2023
    Unity Group Real Estate
    Holladay, UT
  • 04/2020 → 03/2021
    Intermountain Lift Truck
    Salt Lake City, UT
  • 09/2019 → 03/2020
    Golden Customer Care
    Salt Lake City, UT
  • 12/2013 → 12/2017
    Premium Retail Services
    Salt Lake City, UT
  • 06/2017 → 06/2019
    Trails Gentlemens Club
    Salt Lake City, UT
  • 03/2025 → 07/2026
    Fidelity Investments
    Boston, MA
  • 07/2026 → Present
    Charles Schwab Bank, Ssb
    Seattle, WA
  • 07/2026 → Present
    Seattle, WA
Previous Registrations
  • 2025-03-31 → 2026-08-03
    Seattle, WA
    Seattle, WA
    Boston, MA
  • 2023-08-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-23
  • S66 Uniform Combined State Law Examination
    2023-06-23
Other Names
  • Kiana Amanda Fatahian
  • Kiana Fatahian

View on SEC IAPD

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