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Liam Scott Reid

Charles Schwab & Co., Inc.

Carlsbad, 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 2025-10-14
  • CA RA
    APPROVED
    Since 2025-10-14

Branch Locations

5796 Armada Drive Suite 175, Carlsbad, CA 92008 • 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
Charles Schwab & Co., Inc Carlsbad CA 06/2024 Present
Charles Schwab Bank Carldbad CA 06/2024 Present
Education Phoenix AZ 09/2023 05/2024
Unemployment Glendale AZ 07/2015 05/2021
Pristine Auction Phoenix AZ 08/2020 09/2021
Troon Golf Peoria AZ 05/2022 09/2023
Unemployed Phoenix AZ 10/2021 04/2022
  • 06/2024 → Present
    Charles Schwab & Co., Inc
    Carlsbad, CA
  • 06/2024 → Present
    Charles Schwab Bank
    Carldbad, CA
  • 09/2023 → 05/2024
    Education
    Phoenix, AZ
  • 07/2015 → 05/2021
    Unemployment
    Glendale, AZ
  • 08/2020 → 09/2021
    Pristine Auction
    Phoenix, AZ
  • 05/2022 → 09/2023
    Troon Golf
    Peoria, AZ
  • 10/2021 → 04/2022
    Unemployed
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-14
  • S66 Uniform Combined State Law Examination
    2025-10-14

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

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