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Daniel Fuentes

Charles Schwab & Co., Inc.

La Jolla, 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 2024-08-06
  • CA RA
    APPROVED
    Since 2024-08-06

Branch Locations

7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • 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
Full Time Education Sacramento CA 09/2018 05/2023
Unemployed Elk Grove CA 08/2013 08/2018
Charles Schwab & Co., Inc. La Jolla CA 03/2024 Present
Pacific Home Care Sacramento CA 08/2023 Present
Mutual Of Omaha Sacramento CA 01/2024 02/2024
Charles Schwab Bank, Ssb La Jolla CA 12/2024 Present
  • 09/2018 → 05/2023
    Full Time Education
    Sacramento, CA
  • 08/2013 → 08/2018
    Unemployed
    Elk Grove, CA
  • 03/2024 → Present
    Charles Schwab & Co., Inc.
    La Jolla, CA
  • 08/2023 → Present
    Pacific Home Care
    Sacramento, CA
  • 01/2024 → 02/2024
    Mutual Of Omaha
    Sacramento, CA
  • 12/2024 → Present
    Charles Schwab Bank, Ssb
    La Jolla, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-21
  • S66 Uniform Combined State Law Examination
    2024-06-21

View on SEC IAPD

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