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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-03 |
| AZ | RA | APPROVED | 2021-02-02 |
Branch Locations
2423 E Lincoln Drive, Phoenix, AZ 85016-1215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/1999 | 09/2018 |
| Charles Schwab Bank | Phoenix | AZ | 02/2005 | 12/2016 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 11/2020 | Present |
| Sunflower Bank | Scottsdale | AZ | 09/2020 | 11/2020 |
| Cit Bank | Scottsdale | AZ | 01/2020 | 09/2020 |
| Mutual Of Omaha Bank | Scottsdale | AZ | 11/2018 | 01/2020 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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