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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 | 2005-03-30 |
Branch Locations
1186 Roseville Parkway Suite 180, Roseville, CA 95678 • 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 Bank | Roseville | CA | 02/2005 | Present |
| Charles Schwab & Co | Roseville | CA | 03/2005 | Present |
(1) Folsom High Athletic Boosters; Girls Golf Booster Rep; Folsom; CA; Start Date: 9/2/2020; Generally less than 20 hours per month; Not investment related. (2) Folsom High School; Assistant Golf Coach; Folsom, CA; Start Date: 01/04/2021; Generally less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-02 |
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