Charles Wayan Schwab is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with DEFINE FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DEFINE FINANCIAL, LLC | 2026-03-09 | present | Yes |
| CERITY PARTNERS LLC | 2025-09-11 | 2026-04-07 | — |