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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | CA | 11/2013 | Present |
| Real Estate/Property Management | Phoenix | AZ | 04/2008 | Present |
| Charles Schwab Bank | Phoenix | AZ | 01/2024 | Present |
| Charles Schwab Premier Bank | Phoenix | AZ | 01/2024 | Present |
| Charles Schwab Trust Bank | Phoenix | AZ | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-31 |
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