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Steven Ali Namvar

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 2025-07-28
  • CA RA
    APPROVED
    Since 2025-07-28

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
Mercedes Benz Of Escondido Escondido CA 03/2024 08/2024
Sales Partnership Inc Encinitas CA 12/2023 02/2024
Unemployed Vista CA 08/2023 11/2023
Full Time Education Duluth MN 01/2014 08/2023
Namvar Pro's Inc San Diego CA 05/2022 08/2022
Spurs On First Ave Duluth MN 04/2023 07/2023
Charles Schwab & Co., Inc. Carlsbad CA 08/2024 Present
Charles Schwab Bank, Ssb Carlsbad CA 08/2024 Present
  • 03/2024 → 08/2024
    Mercedes Benz Of Escondido
    Escondido, CA
  • 12/2023 → 02/2024
    Sales Partnership Inc
    Encinitas, CA
  • 08/2023 → 11/2023
    Unemployed
    Vista, CA
  • 01/2014 → 08/2023
    Full Time Education
    Duluth, MN
  • 05/2022 → 08/2022
    Namvar Pro's Inc
    San Diego, CA
  • 04/2023 → 07/2023
    Spurs On First Ave
    Duluth, MN
  • 08/2024 → Present
    Charles Schwab & Co., Inc.
    Carlsbad, CA
  • 08/2024 → Present
    Charles Schwab Bank, Ssb
    Carlsbad, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-28
  • S66 Uniform Combined State Law Examination
    2025-07-28
Other Names
  • Steven Namvar

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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