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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 |
| CA | RA | APPROVED | 2010-04-13 |
Branch Locations
525 Fulton Avenue, Sacramento, CA 95825-4812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Sacramento | CA | 03/2010 | Present |
| Rental Property | Sacramento | CA | 08/2008 | Present |
| Charles Schwab & Co., Inc. | Sacramento | CA | 09/2014 | Present |
(2) RENTAL PROPERTY; Owner; SACRAMENTO, CA; Start Date: 08/01/2008; LESS THAN 20 HOURS PER MONTH, NOT INVESTMENT RELATED Start Date = 08-12-11| Rental Property| Owner| Sacramento, CA| Hours/Month = Less than 20| My wife and I own a rental property and use a rental agency to manage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-23 |
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