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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-09-20 |
| TX | RA | APPROVED_RES | 2021-02-05 |
Branch Locations
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. | Reno | NV | 09/2005 | Present |
| Charles Schwab Bank, Ssb | Reno | NV | 01/2006 | Present |
| John Muir Health Board | Walnut Creek | CA | 02/2016 | 09/2018 |
1) John Muir Health|Investment Related:No|1400 Treat Blvd;Walnut Creek;CA;94597;USA|Healthcare Services|Advisory Counsil Member|2019-04-22|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Non Voting: Provides strategic counsel to John Muir Health and John Muir Foundation. Create awareness within the community of the vision, initiatives, and education. Build relationships within the community, Cultivate potential board candidates and donors. 2) Eco Thrive Initiatives|Investment Related:No|31128 Country Ridge Cir;Farmington;MI;48331;USA|Nonprofit Charitable Organizations|Board of Director|2022-08-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Role is general decision making and consultation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-17 |
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