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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 02/2015 | Present |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 02/2019 | Present |
| Charles Schwab Premier Bank | Lone Tree | CO | 02/2019 | 01/2020 |
| Charles Schwab Trust Bank | Lone Tree | CO | 02/2019 | 01/2020 |
| Charles Schwab Premiere Bank | Lone Tree | CO | 11/2020 | Present |
| Charles Schwab Trust Bank | Lone Tree | CO | 11/2020 | Present |
Professional Case Management | Investment Related: No | Healthcare Services | Relative Personal Care Attendant | Start date: 2023-02-01 | Hours Per Month: 20-40 | Hours Spent during Security Trading: 0 | Provide healthcare services to my mother who resides in my home - including assistance with medication, bathing, laundry and meals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
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