PHOEBE CHAO is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2020-01-04 | present | Yes |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2018-07-05 | — |
| USAA FINANCIAL PLANNING SERVICES | 2011-06-07 | 2018-01-08 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2011-01-24 | 2011-05-23 | — |