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Walker James Albrecht

Charles Schwab & Co., Inc.

Lake Oswego, OR

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-09-04
OR RA APPROVED 2025-08-21
  • VT RA
    APPROVED
    Since 2025-09-04
  • OR RA
    APPROVED
    Since 2025-08-21

Branch Locations

4055 Mercantile Dr Suite 175, Lake Oswego, OR 97035 • 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
Equitable Advisors, Llc Portland OR 06/2024 07/2025
Unemployed Portland OR 09/2023 05/2024
Full Time Education Burlington VT 06/2018 08/2023
Eastern Mountain Sports South Burlington VT 11/2022 05/2023
Young Entrepreneurs Across America Shelby Township MI 05/2021 12/2022
Pinnacle Partners Bingham Farms MI 07/2021 11/2021
Town Of Hartford Hartford VT 06/2016 08/2019
Eastern Mountain Sports West Lebanon NH 04/2017 08/2018
Dartmouth College Hanover NH 03/2015 09/2017
Charles Schwab & Co., Inc. Portland OR 07/2025 Present
Chili's West Lebanon NH 04/2019 03/2020
Charles Schwab Bank Portland OR 08/2025 Present
  • 06/2024 → 07/2025
    Equitable Advisors, Llc
    Portland, OR
  • 09/2023 → 05/2024
    Unemployed
    Portland, OR
  • 06/2018 → 08/2023
    Full Time Education
    Burlington, VT
  • 11/2022 → 05/2023
    Eastern Mountain Sports
    South Burlington, VT
  • 05/2021 → 12/2022
    Young Entrepreneurs Across America
    Shelby Township, MI
  • 07/2021 → 11/2021
    Pinnacle Partners
    Bingham Farms, MI
  • 06/2016 → 08/2019
    Town Of Hartford
    Hartford, VT
  • 04/2017 → 08/2018
    Eastern Mountain Sports
    West Lebanon, NH
  • 03/2015 → 09/2017
    Dartmouth College
    Hanover, NH
  • 07/2025 → Present
    Charles Schwab & Co., Inc.
    Portland, OR
  • 04/2019 → 03/2020
    Chili's
    West Lebanon, NH
  • 08/2025 → Present
    Charles Schwab Bank
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-19
  • S66 Uniform Combined State Law Examination
    2024-07-19

View on SEC IAPD

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