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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 |
| WI | RA | APPROVED | 2012-12-12 |
Branch Locations
1871 N. Casaloma Drive, Appleton, WI 54913-7980 • United States
305 S Moorland Road, Brookfield, WI 53005 • 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. | Appleton | WI | 12/2012 | Present |
| Charles Schwab Bank | Appleton | WI | 12/2012 | Present |
1) University of Wisconsin-Green Bay Charles Schwab Foundation Center for Financial Wellness Advisory Board | Investment Related:No|2420 Nicolet Drive|Green Bay|WI|54311|USA|Education|Board Member|4/1/2025|Less than 20|0|Responsibilities include increasing awareness of personal finance through engagement with the University, Student Population and local community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-08 |
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