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Ronghui Sun

Charles Schwab & Co., Inc.

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-10
  • FL RA
    APPROVED
    Since 2026-03-10

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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
Tailored Management Columbus OH 12/2023 08/2024
Shuren International School Berkeley CA 10/2022 03/2023
Terra Marin School Mill Vally CA 07/2021 09/2022
Shenzhen Huasen Design Shenzhen 10/2015 01/2020
Homemaker Richmond CA 04/2023 09/2023
Homemaker Orlando FL 10/2023 11/2023
Homemaker Vallejo CA 02/2020 06/2021
Charles Schwab & Co., Inc. Orlando FL 08/2024 Present
  • 12/2023 → 08/2024
    Tailored Management
    Columbus, OH
  • 10/2022 → 03/2023
    Shuren International School
    Berkeley, CA
  • 07/2021 → 09/2022
    Terra Marin School
    Mill Vally, CA
  • 10/2015 → 01/2020
    Shenzhen Huasen Design
    Shenzhen
  • 04/2023 → 09/2023
    Homemaker
    Richmond, CA
  • 10/2023 → 11/2023
    Homemaker
    Orlando, FL
  • 02/2020 → 06/2021
    Homemaker
    Vallejo, CA
  • 08/2024 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-25
S63 Uniform Securities Agent State Law Examination 2024-12-31
  • S65 Uniform Investment Adviser Law Examination
    2026-02-25
  • S63 Uniform Securities Agent State Law Examination
    2024-12-31

View on SEC IAPD

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