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Cindy Lee

Charles Schwab & Co., Inc.

Jacksonville, FL

Savannah, GA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-05
GA RA APPROVED 2004-05-05
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • GA RA
    APPROVED
    Since 2004-05-05

Branch Locations

4853 Town Center Parkway, Jacksonville, FL 32246 • United States

7150 Hodgson Memorial Dr Suite B, Savannah, GA 31406 • 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 Savannah GA 11/2000 Present
Charles Schwab Bank Savannah GA 02/2005 Present
  • 11/2000 → Present
    Charles Schwab & Co.,Inc
    Savannah, GA
  • 02/2005 → Present
    Charles Schwab Bank
    Savannah, GA
Other Businesses

1) Rental property | Investment Related:No|104 Binnacle Court|Savannah|GA|31410|USA|Real Estate (Non-Agent/Broker)|Owner|10/8/2013|Less than 20|0|None, my husband takes care of the maintenance for the property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-29
S63 Uniform Securities Agent State Law Examination 1994-03-15
  • S65 Uniform Investment Adviser Law Examination
    1998-05-29
  • S63 Uniform Securities Agent State Law Examination
    1994-03-15
Other Names
  • Cindy W Tsoi
  • Waiking Tsoi
  • Wai King Tsoi
  • Cindy Tsoi Boucher
  • Cindy Tsoi

View on SEC IAPD

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
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LPL FINANCIAL LLC · JACKSONVILLE, FL
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