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Gregery Herbert Lee

Charles Schwab & Co., Inc.

Dana Point, 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 2024-03-21
  • CA RA
    APPROVED
    Since 2024-03-21

Branch Locations

2 Ritz Carlton Dr Suite 203, Dana Point, CA 92629 • 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 Port Alberni 08/2018 12/2018
Student Aliso Viejo CA 09/2003 08/2018
Fredonia State Sports Information Fredonia NY 01/2023 08/2023
Student Fredonia NY 08/2019 05/2023
Unemployed Waywayseecappo 09/2018 08/2019
Charles Schwab & Co., Inc. Monarch Beach CA 08/2023 Present
Charles Schwab Bank, Ssb Monarch Beach CA 08/2023 Present
  • 08/2018 → 12/2018
    Unemployed
    Port Alberni
  • 09/2003 → 08/2018
    Student
    Aliso Viejo, CA
  • 01/2023 → 08/2023
    Fredonia State Sports Information
    Fredonia, NY
  • 08/2019 → 05/2023
    Student
    Fredonia, NY
  • 09/2018 → 08/2019
    Unemployed
    Waywayseecappo
  • 08/2023 → Present
    Charles Schwab & Co., Inc.
    Monarch Beach, CA
  • 08/2023 → Present
    Charles Schwab Bank, Ssb
    Monarch Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-20
  • S66 Uniform Combined State Law Examination
    2024-03-20
Designations
Other Names
  • Gregery Lee
  • Gregery Herbert Lee
  • Gregg Lee
  • Gregg Herbert Lee

View on SEC IAPD

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