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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-07-02
WA RA APPROVED 2023-09-19
  • OR RA
    APPROVED
    Since 2024-07-02
  • WA RA
    APPROVED
    Since 2023-09-19

Branch Locations

4055 Mercantile Dr Suite 175, Lake Oswego, OR 97035 • 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
Unemployed Tualatin OR 06/2013 09/2016
U.S. Soccer Federation Chicago IL 09/2016 12/2021
Grand Canyon University Phoenix AZ 09/2020 04/2021
Stone Creek Golf Club Oregon City OR 04/2021 09/2021
Full-Time Education Phoenix AZ 09/2021 04/2022
Target Minneapolis MN 06/2022 09/2022
Full-Time Education Phoenix AZ 09/2022 04/2023
Charles Schwab & Co., Inc. Beaverton OR 06/2023 Present
Charles Schwab Bank, Ssb Beaverton OR 06/2024 Present
  • 06/2013 → 09/2016
    Unemployed
    Tualatin, OR
  • 09/2016 → 12/2021
    U.S. Soccer Federation
    Chicago, IL
  • 09/2020 → 04/2021
    Grand Canyon University
    Phoenix, AZ
  • 04/2021 → 09/2021
    Stone Creek Golf Club
    Oregon City, OR
  • 09/2021 → 04/2022
    Full-Time Education
    Phoenix, AZ
  • 06/2022 → 09/2022
    Target
    Minneapolis, MN
  • 09/2022 → 04/2023
    Full-Time Education
    Phoenix, AZ
  • 06/2023 → Present
    Beaverton, OR
  • 06/2024 → Present
    Charles Schwab Bank, Ssb
    Beaverton, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-15
  • S66 Uniform Combined State Law Examination
    2023-09-15

View on SEC IAPD

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