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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 | 2019-01-04 |
| CO | RA | APPROVED | 2010-03-24 |
Branch Locations
111 South Tejon Street Suite 109, Colorado Springs, CO 80903 • United States
9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • 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 & Co., Inc. | Colorado Springs | CO | 03/2007 | Present |
| Charles Schwab Bank, Ssb | Colorado Springs | CO | 02/2010 | Present |
1) Trails and Open Space Coalition | Investment Related:No|702 E Boulder St., Ste 200|Colorado Springs|CO|80903|USA|Nonprofit Charitable Organizations|Board Member|2/20/2018|Less than 20|0|I will be a board member on the finance committee., 2) The AdAmAn Club | Investment Related:No|Nonprofit Charitable Organizations|President|1/1/1922|Less than 20|0|I am in charge of a club which does an annual climb up Pikes Peak on New Years Eve. I organize the club in this activity. I have no financial or investment related responsibilities. I am not a signer on any accounts. I became president on January 1, 2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-12 |
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