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Sydney Paige Andersen

Charles Schwab & Co., Inc.

Irvine, CA

CRD 7830789

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-13
  • CA RA
    APPROVED
    Since 2024-08-13

Branch Locations

2825 Main Street, Irvine, CA 92614 • 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
Junio & Taylor Apc Long Beach CA 01/2024 03/2024
Full Time Education Commerce CA 01/2019 06/2022
Full Time Education Great Falls MT 06/2017 12/2019
Full Time Education Placentia CA 01/2014 05/2017
Charles Schwab & Co., Inc. Irvine CA 03/2024 Present
Fish In A Bottle Restaurant Placentia CA 01/2022 05/2023
Lba Realty Irvine CA 11/2022 11/2023
Charles Schwab Bank Irvine CA 03/2024 Present
  • 01/2024 → 03/2024
    Junio & Taylor Apc
    Long Beach, CA
  • 01/2019 → 06/2022
    Full Time Education
    Commerce, CA
  • 06/2017 → 12/2019
    Full Time Education
    Great Falls, MT
  • 01/2014 → 05/2017
    Full Time Education
    Placentia, CA
  • 03/2024 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 01/2022 → 05/2023
    Fish In A Bottle Restaurant
    Placentia, CA
  • 11/2022 → 11/2023
    Lba Realty
    Irvine, CA
  • 03/2024 → Present
    Charles Schwab Bank
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-12
  • S66 Uniform Combined State Law Examination
    2024-08-12

View on SEC IAPD

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