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Shane Miller

Charles Schwab & Co., Inc.

Charlottesville, VA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-07
  • VA RA
    APPROVED
    Since 2025-07-07

Branch Locations

220 Twentyninth Place Ct, Charlottesville, VA 22901 • 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
Education Corona CA 08/2014 11/2019
Red Robin Corona CA 11/2019 05/2023
Charles Schwab & Co., Inc. Charlottesville VA 05/2023 08/2023
The Brass Tap Corona CA 11/2023 06/2024
Charles Schwab & Co., Inc. Charlottesville VA 07/2024 Present
  • 08/2014 → 11/2019
    Education
    Corona, CA
  • 11/2019 → 05/2023
    Red Robin
    Corona, CA
  • 05/2023 → 08/2023
    Charles Schwab & Co., Inc.
    Charlottesville, VA
  • 11/2023 → 06/2024
    The Brass Tap
    Corona, CA
  • 07/2024 → Present
    Charles Schwab & Co., Inc.
    Charlottesville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-05
S63 Uniform Securities Agent State Law Examination 2024-12-07
  • S65 Uniform Investment Adviser Law Examination
    2025-07-05
  • S63 Uniform Securities Agent State Law Examination
    2024-12-07

View on SEC IAPD

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