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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-01 |
Branch Locations
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 & Co., Inc. | San Francisco | CA | 02/1994 | 11/2016 |
| Mazakali Llc | San Francisco | CA | 08/2018 | 02/2021 |
| Portman Enterprises Llc | Alameda | CA | 04/2017 | Present |
| Unemployed | Alameda | CA | 11/2016 | 05/2017 |
| Growth Capital Services, Inc. | San Francisco | CA | 09/2018 | 05/2019 |
| Charles Schwab & Co., Inc. | Oakland | CA | 05/2021 | Present |
| Charles Schwab Bank, Ssb | Oakland | CA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-09 |
| S66 | Uniform Combined State Law Examination | 2005-08-29 |
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