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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 | 2021-02-05 |
| CA | RA | APPROVED | 2019-08-09 |
Branch Locations
100 Clock Tower Place Suite100, Carmel, CA 93923-8771 • 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 |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Mountain View | CA | 09/2003 | 07/2019 |
| Charles Schwab & Co., Inc. | Carmel | CA | 07/2019 | Present |
| Charles Schwab Bank Ssb | Carmel | CA | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-05 |
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