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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-03 |
| CO | RA | APPROVED | 2015-11-24 |
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. | Lone Tree | CO | 11/2015 | Present |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 11/2015 | Present |
| Schweizer Dairy, Inc. | Sterling | KS | 01/1989 | Present |
1) Schweizer Dairy Inc | Investment Related:No|24216 W 43rd Ave|Sterling|KS|67579|USA|Agriculture/Forestry/Fishing|Secretary/Treasurer|1/1/1989|Less than 20|0|5-8 hours per month spent outside of regular business hours, not during trading hours to attend periodic meetings and sign off on our annual corporate reporting/minutes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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