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Zachary Joseph White

Charles Schwab & Co., Inc.

Los Angeles, 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 2025-10-14
  • CA RA
    APPROVED
    Since 2025-10-14

Branch Locations

355 S. Grand Ave Suite 110, Los Angeles, CA 90071-3158 • 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 Long Beach CA 08/2013 04/2020
The Home Depot Cypress CA 05/2020 08/2021
Education Nashua NH 08/2021 08/2022
Rivier University Athletics Department Nashua NH 08/2022 12/2022
Education Nashua NH 01/2023 05/2023
Undefeated Academy Long Beach CA 05/2023 07/2023
Charles Schwab & Co., Inc. Los Angeles CA 08/2023 Present
Charles Schwab Bank, Ssb Los Angeles CA 08/2023 Present
  • 08/2013 → 04/2020
    Education
    Long Beach, CA
  • 05/2020 → 08/2021
    The Home Depot
    Cypress, CA
  • 08/2021 → 08/2022
    Education
    Nashua, NH
  • 08/2022 → 12/2022
    Rivier University Athletics Department
    Nashua, NH
  • 01/2023 → 05/2023
    Education
    Nashua, NH
  • 05/2023 → 07/2023
    Undefeated Academy
    Long Beach, CA
  • 08/2023 → Present
    Charles Schwab & Co., Inc.
    Los Angeles, CA
  • 08/2023 → Present
    Charles Schwab Bank, Ssb
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-14
S63 Uniform Securities Agent State Law Examination 2025-08-22
  • S65 Uniform Investment Adviser Law Examination
    2025-10-14
  • S63 Uniform Securities Agent State Law Examination
    2025-08-22
Other Names
  • Zach White

View on SEC IAPD

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POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
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