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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 |
| IL | RA | APPROVED | 2005-04-12 |
Branch Locations
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 & Co., Inc. | Schaumburg | IL | 09/2002 | Present |
| Charles Schwab Bank, Ssb | Schaumburg | IL | 02/2005 | Present |
1) Rental Property | Investment Related:No|13008 Paseo Del Verano|San Diego|CA|92128|USA|Real Estate (Non-Agent/Broker)|Property Owner|9/1/2010|Less than 20|0|Property owner, 2) Rental Property | Investment Related:No|7630 Sedan|West Hills|CA|91304|USA|Real Estate (Non-Agent/Broker)|Property owner|2/1/2013|Less than 20|0|Property owner, 3) Rental Property | Investment Related:No|209 S. Collier Blvd. Bldg. 4 unit 201|Marco Island|FL|34145|USA|Real Estate (Non-Agent/Broker)|Property owner|4/1/2012|Less than 20|0|Property owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-30 |
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