Nathen Graham Trujillo

Charles Schwab & Co., Inc.

CRD 7708371

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-17

CA RA
APPROVED

Since 2025-11-17

Branch Locations

1973 Foothill Parkway Unit 101, Corona, CA 92881 • 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

Organization	City	State	From	To
Tommy Bahama	Newport Beach	CA	12/2021	02/2023
Charles Schwab & Co Inc,.	Corona	CA	03/2023	Present
The Walt Disney Company	Lake Buena Vista	CA	11/2018	11/2021
Unemployed	Corona	CA	01/2014	11/2018

12/2021 → 02/2023

Tommy Bahama

Newport Beach, CA
03/2023 → Present

Charles Schwab & Co Inc,.

Corona, CA
11/2018 → 11/2021

The Walt Disney Company

Lake Buena Vista, CA
01/2014 → 11/2018

Unemployed

Corona, CA

Other Businesses

1) ProPicsGrads | Investment Related:No|Other|Photographer|3/18/2026|Less than 20|0|I would be taking photos for college graduations of the graduates.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-12-15
S65	Uniform Investment Adviser Law Examination	2025-11-17

S63 Uniform Securities Agent State Law Examination

2025-12-15
S65 Uniform Investment Adviser Law Examination

2025-11-17

View on SEC IAPD

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