Kamil Rehman

CRD 2124815 · Charles Schwab & Co., Inc. · Los Angeles, CA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 3Series 66Series 65Series 63
Registered states (6): Arizona · California · Colorado · Hawaii · Massachusetts · Nevada
Years in the industry (source record): 21
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (13)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Los Angeles, CA · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Los Angeles, CA · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Los Angeles, CA · IA capacity

start not retrieved → present
Edward Jones
El Segundo, CA · IA capacity

Aug 28, 2023 → Aug 19, 2025
Edward Jones
El Segundo, CA · BC capacity

Aug 28, 2023 → Aug 19, 2025
Woodbury Financial Services, Inc.
Santa Monica, CA · IA capacity

Dec 12, 2014 → Sep 26, 2023
Woodbury Financial Services, Inc.
Santa Monica, CA · BC capacity

Dec 12, 2014 → Sep 26, 2023
Wells Fargo Advisors, LLC
Beverly Hills, CA · IA capacity

Dec 9, 2010 → Jan 28, 2013
Wells Fargo Advisors, LLC
Beverly Hills, CA · BC capacity

Nov 16, 2010 → Jan 28, 2013
Refco Securities, LLC
New York, NY · BC capacity

Aug 16, 2005 → Nov 7, 2005
Morgan Stanley
Santa Monica, CA · IA capacity

Feb 7, 2002 → Aug 3, 2005
Morgan Stanley Dw Inc.
Purchase, NY · BC capacity

May 21, 1999 → Aug 3, 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

May 29, 1997 → Apr 2, 1998

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 2124815 ↗ FINRA BrokerCheck record for CRD 2124815 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.