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Daniel Miller

Charles Schwab & Co., Inc.

San Francisco, 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 2026-02-18
  • CA RA
    APPROVED
    Since 2026-02-18

Branch Locations

106 West Portal Ave, San Francisco, CA 94127-1306 • 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 Santa Cruz CA 08/2014 06/2018
Liberty Bank Felton CA 06/2018 07/2019
Extended Travel Mammoth CA 07/2019 12/2019
Professional Resource Group Los Angeles CA 12/2019 10/2020
Doma Sacramento CA 10/2020 12/2021
Celigo Redwood City CA 12/2021 06/2023
Emergence Palo Alto CA 07/2023 04/2024
Charles Schwab & Co., Inc. Corte Madera CA 07/2024 Present
Extended Travel Anchorage AK 04/2024 06/2024
Charles Schwab Bank, Ssb Corte Madera CA 07/2024 Present
  • 08/2014 → 06/2018
    Full Time Education
    Santa Cruz, CA
  • 06/2018 → 07/2019
    Liberty Bank
    Felton, CA
  • 07/2019 → 12/2019
    Extended Travel
    Mammoth, CA
  • 12/2019 → 10/2020
    Professional Resource Group
    Los Angeles, CA
  • 10/2020 → 12/2021
    Doma
    Sacramento, CA
  • 12/2021 → 06/2023
    Celigo
    Redwood City, CA
  • 07/2023 → 04/2024
    Emergence
    Palo Alto, CA
  • 07/2024 → Present
    Charles Schwab & Co., Inc.
    Corte Madera, CA
  • 04/2024 → 06/2024
    Extended Travel
    Anchorage, AK
  • 07/2024 → Present
    Charles Schwab Bank, Ssb
    Corte Madera, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-18
  • S66 Uniform Combined State Law Examination
    2026-02-18

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
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