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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| CA | RA | APPROVED | 2005-11-02 |
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. | Oakland | CA | 06/1999 | Present |
| Charles Schwab Bank | Oakland | CA | 02/2005 | Present |
| Real Estate/Property Management | Gilbert | AZ | 06/2004 | Present |
(1) REAL ESTATE/PROPERTY MANAGEMENT, INVESTMENT RELATED, GILBERT, AZ., LANDLORD,START 06/25/2004, LESS THAN 20 HOURS PER MONTH. (2) REAL ESTATE/PROPERTY MANAGEMENT, INVESTMENT RELATED, DALY CITY, CA., LANDLORD. START 01/26/2009, LESS THAN 20 HOURS PER MONTH. (3) REAL ESTATE/PROPERTY MANAGEMENT. INVESTMENT RELATED, LAS VEGAS, NV. LANDLORD. START 12/08/2012, LESS THAN 2O HOURS PER MONTH. (4) Real estate/property management, investment related, Henderson, NV., landlord, start 10/9/2015, less than 20 hours per month. (5) Henderson Rental Property | Investment Related | Henderson, NV | Real Estate | Landlord | Start Date 7/30/2021 | Less than 20 hours per month, none during market hours | Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-14 |
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