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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 | 2020-12-14 |
| FL | RA | APPROVED | 2016-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Orlando | FL | 12/2015 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 12/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2007-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-19 |
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