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Megan Lee

Charles Schwab & Co., Inc.

San Ramon, CA

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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 2023-09-19
  • CA RA
    APPROVED
    Since 2023-09-19

Branch Locations

3150 Crow Canyon Road, San Ramon, CA 94583-1332 • 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. San Ramon CA 06/2023 Present
Full-Time Education San Ramon CA 07/2013 08/2019
Full-Time Education San Ramon CA 03/2020 09/2021
Starbucks In Target San Ramon CA 08/2019 03/2020
United States Liability Insurance Wayne PA 09/2021 03/2023
Unemployed San Ramon CA 03/2023 06/2023
Charles Schwab Bank, Ssb San Ramon CA 03/2024 Present
  • 06/2023 → Present
    Charles Schwab & Co., Inc.
    San Ramon, CA
  • 07/2013 → 08/2019
    Full-Time Education
    San Ramon, CA
  • 03/2020 → 09/2021
    Full-Time Education
    San Ramon, CA
  • 08/2019 → 03/2020
    Starbucks In Target
    San Ramon, CA
  • 09/2021 → 03/2023
    United States Liability Insurance
    Wayne, PA
  • 03/2023 → 06/2023
    Unemployed
    San Ramon, CA
  • 03/2024 → Present
    Charles Schwab Bank, Ssb
    San Ramon, CA
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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