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One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-10 |
Branch Locations
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
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. | Corte Madera | CA | 09/2000 | 07/2024 |
| Charles Schwab Bank | Corte Madera | CA | 06/2005 | 07/2024 |
| Baker Avenue Asset Management, Lp | San Francisco | CA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-03 |
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