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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED_RES | 2019-01-02 |
| CA | RA | APPROVED | 2003-10-03 |
Branch Locations
Incline Village, NV • United States
200 California Street Floor 01, San Francisco, CA 94111-4344 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank Ssb | San Francisco | CA | 02/2005 | Present |
| Charles Schwab & Co., Inc. | San Francisco | CA | 08/2001 | Present |
1) Hope Road LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|12/15/2021|Less than 20|0|Hope Road LLC owns land in Ohio. The land is just land, no buildings, just forest land. The land will be rented to hunters for the hunting season. Land was purchased via LLC in March, no income or engagement has been entered/agreed to as of yet.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
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