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425 Market Street Suite 1700, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-15 |
Branch Locations
425 Market Street Suite 1700, San Francisco, CA 94105 • United States
Marina Del Rey, CA • 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. | Brea | CA | 02/2016 | 05/2017 |
| Charles Schwab Bank | Brea | CA | 02/2016 | 05/2017 |
| Thomaspartners, Inc. | Boston | MA | 06/2017 | 03/2018 |
| Charles Schwab Investment Advisory, Inc | Newport Beach | CA | 01/2018 | 12/2020 |
| Windhaven Investment Management | Boston | MA | 06/2017 | 03/2018 |
| Charles Schwab & Co., Inc. | Newport Beach | CA | 02/2020 | 12/2020 |
| Charles Schwab Investment Management, Inc. | Mission Viejo | CA | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-04 |
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