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Isaias Puente

Charles Schwab & Co., Inc.

Asheville, NC

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-28
  • NC RA
    APPROVED
    Since 2025-10-28

Branch Locations

1655 Hendersonville Rd., Asheville, NC 28803 • 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
Edward Jones El Paso TX 08/2023 09/2025
Unemployed Williamsburg KY 02/2023 07/2023
Kech, Inc. Williamsburg KY 07/2022 02/2023
Erus Energy El Paso TX 09/2021 02/2022
W.W. Grainger San Antonio TX 07/2018 03/2020
Unemployed San Antonio TX 02/2018 06/2018
Wells Fargo San Antonio TX 08/2015 02/2018
Erus Energy El Paso TX 04/2020 09/2021
Unemployed El Paso TX 02/2022 06/2022
Charles Schwab & Co., Inc Asheville NC 10/2025 Present
Charles Schwab Bank Asheville NC 10/2025 Present
  • 08/2023 → 09/2025
    Edward Jones
    El Paso, TX
  • 02/2023 → 07/2023
    Unemployed
    Williamsburg, KY
  • 07/2022 → 02/2023
    Kech, Inc.
    Williamsburg, KY
  • 09/2021 → 02/2022
    Erus Energy
    El Paso, TX
  • 07/2018 → 03/2020
    W.W. Grainger
    San Antonio, TX
  • 02/2018 → 06/2018
    Unemployed
    San Antonio, TX
  • 08/2015 → 02/2018
    Wells Fargo
    San Antonio, TX
  • 04/2020 → 09/2021
    Erus Energy
    El Paso, TX
  • 02/2022 → 06/2022
    Unemployed
    El Paso, TX
  • 10/2025 → Present
    Charles Schwab & Co., Inc
    Asheville, NC
  • 10/2025 → Present
    Charles Schwab Bank
    Asheville, NC
Previous Registrations
  • 2023-11-01 → 2025-10-01
    Edward Jones
    Horizon City, TX
    St. Louis, MO
    El Paso, TX
    Horizon City, TX
    El Paso, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-30
  • S66 Uniform Combined State Law Examination
    2023-10-30

View on SEC IAPD

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KATHLEEN CARROLL KING
AMBER DAWN MCCLEEREY

Other Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
EDWARD JONES · ASHEVILLE, NC
LPL FINANCIAL LLC · ASHEVILLE, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Asheville, NC

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