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Edgard Martinez

Charles Schwab & Co., Inc.

Chula Vista, CA

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-23
  • CA RA
    APPROVED
    Since 2024-12-23

Branch Locations

Chula Vista, CA • United States

3000 Schwab Way, Westlake, TX 76262-8104 • 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. Chula Vista CA 05/2023 Present
Global Equity Finance San Diego CA 09/2017 01/2023
Convoy Home Loans San Diego CA 01/2023 05/2023
Gold Star Mortgage Financial Chula Vista CA 08/2016 05/2017
Academy Mortgage Chula Vista CA 06/2017 09/2017
  • 05/2023 → Present
    Charles Schwab & Co., Inc.
    Chula Vista, CA
  • 09/2017 → 01/2023
    Global Equity Finance
    San Diego, CA
  • 01/2023 → 05/2023
    Convoy Home Loans
    San Diego, CA
  • 08/2016 → 05/2017
    Gold Star Mortgage Financial
    Chula Vista, CA
  • 06/2017 → 09/2017
    Academy Mortgage
    Chula Vista, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-23
S63 Uniform Securities Agent State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2024-12-23
  • S63 Uniform Securities Agent State Law Examination
    2024-06-28
Other Names
  • Eddie Martinez

View on SEC IAPD

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