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Charles Schwab & Co., Inc.

Sacramento, 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 2026-04-28
  • CA RA
    APPROVED
    Since 2026-04-28

Branch Locations

525 Fulton Avenue, Sacramento, CA 95825-4812 • 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
Morgan Stanley Sacramento CA 01/2024 04/2026
Del Taco Sacramento CA 03/2020 11/2020
Applebee's Elk Grove CA 11/2020 06/2021
Rogers Jewelry Co Elk Grove CA 07/2021 06/2023
Wells Fargo Sacramento CA 06/2023 01/2024
Full Time Education Elk Grove CA 08/2016 05/2020
Charles Schwab & Co., Inc. Sacramento CA 04/2026 Present
Charles Schwab Bank, Ssb Sacramento CA 04/2026 Present
  • 01/2024 → 04/2026
    Morgan Stanley
    Sacramento, CA
  • 03/2020 → 11/2020
    Del Taco
    Sacramento, CA
  • 11/2020 → 06/2021
    Applebee's
    Elk Grove, CA
  • 07/2021 → 06/2023
    Rogers Jewelry Co
    Elk Grove, CA
  • 06/2023 → 01/2024
    Wells Fargo
    Sacramento, CA
  • 08/2016 → 05/2020
    Full Time Education
    Elk Grove, CA
  • 04/2026 → Present
    Charles Schwab & Co., Inc.
    Sacramento, CA
  • 04/2026 → Present
    Charles Schwab Bank, Ssb
    Sacramento, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-03
  • S66 Uniform Combined State Law Examination
    2024-09-03

View on SEC IAPD

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