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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-03-12 |
Branch Locations
5100 Belt Line Rd. Suite 852, Dallas, TX 75254 • United States
8401 N Central Expy Suite 110, Dallas, TX 75225-4403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 08/2009 | Present |
| Charles Schwab Bank | Dallas | TX | 08/2009 | Present |
| Riefe Properties | Albuquerque | NM | 03/2011 | Present |
1) RIEFE PROPERTIES, ALBUQUERQUE,NM. 03/15/11, NOT INVESTMENT RELATED, RENTAL PROPERTY OWNER, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. 2) Start Date = 01-01-20| Saddle Creek Homeowner's Association| Treasurer| Prosper, TX| Hours/Month = Less than 20| Review financial reports with other board members. Address home owner's issues within the community with other board members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-17 |
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