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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 |
| MN | RA | APPROVED | 2014-01-10 |
Branch Locations
130 Lake Street West Floor 01, Wayzata, MN 55391-1599 • United States
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Wayzata | MN | 01/2010 | Present |
| Charles Schwab Bank | Wayzata | MN | 01/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-18 |
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