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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 |
| WA | RA | APPROVED | 2002-09-30 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 09/2002 | Present |
| Charles Schwab Bank Ssb | Bellevue | WA | 02/2005 | Present |
(1) Rental poperties, Bellevue, WA, Owner, Start date 08/01/2012. less than 20 hrs activity, ( 2) Rental Property Renton, WA Start date 06/14/2008, Owner less than 20 hrs activity, (3) Sorellas, server, waiting tables at restaurant, less than 20, start date 05/24/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-30 |
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