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Samantha Marianne Chen

Charles Schwab & Co., Inc.

Eugene, OR

Tacoma, WA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-08
  • WA RA
    APPROVED
    Since 2026-07-08

Branch Locations

975 Oak Street Suite 150, Eugene, OR 97401 • United States

1148 Broadway Suite 110, Tacoma, WA 98402-3589 • 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. Tacoma WA 07/2024 Present
Unemployed Lodi CA 08/2016 08/2019
Charles Schwab Bank, Ssb Tacoma WA 07/2024 Present
Taco Bell Lodi CA 08/2019 08/2022
Eberhardt School Of Business Stockton CA 08/2022 11/2022
Residential Life And Housing Stockton CA 08/2022 05/2024
Vantage Point Business Services Tracy CA 12/2022 11/2023
  • 07/2024 → Present
    Charles Schwab & Co., Inc.
    Tacoma, WA
  • 08/2016 → 08/2019
    Unemployed
    Lodi, CA
  • 07/2024 → Present
    Charles Schwab Bank, Ssb
    Tacoma, WA
  • 08/2019 → 08/2022
    Taco Bell
    Lodi, CA
  • 08/2022 → 11/2022
    Eberhardt School Of Business
    Stockton, CA
  • 08/2022 → 05/2024
    Residential Life And Housing
    Stockton, CA
  • 12/2022 → 11/2023
    Vantage Point Business Services
    Tracy, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-13
  • S66 Uniform Combined State Law Examination
    2026-04-13
Other Names
  • Samantha Northcutt

View on SEC IAPD

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Other Offices

ROEHL & YI INVESTMENT ADVISORS, LLC · EUGENE, OR
FINANCIAL FACILITATORS, INC. · EUGENE, OR
UBS FINANCIAL SERVICES INC. · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
EDWARD JONES · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
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