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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2025-01-21 |
Branch Locations
999 E Hillsdale Blvd, Foster City, CA 94404 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Mateo | CA | 11/2015 | 01/2025 |
| Charles Schwab Bank, Ssb | San Mateo | CA | 11/2015 | 01/2025 |
| Wells Fargo Clearing Services, Llc ( | Palol Alto | CA | 01/2025 | Present |
RENTAL PROPERTY; INV RELATED; LAS VEGAS, NV; 100% OWNERSHIP; 02/2017; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; RENTAL INCOME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-23 |
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