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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2013-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Paramus | NJ | 05/2013 | Present |
| Charles Schwab Bank, Ssb | Paramus | NJ | 11/2013 | Present |
| Charles Schwab Premier Bank | Paramus | NJ | 01/2019 | 12/2023 |
| Charles Schwab Trust Bank | Paramus | NJ | 11/2020 | 12/2023 |
| Td Ameritrade, Inc. | Paramus | NJ | 07/2021 | 06/2024 |
1) home | Investment Related:No|6 falcon|nantucket|MA|02554|USA|Real Estate (Non-Agent/Broker)|co-owner with husband|5/1/2017|Less than 20|0|none--other than owner of the home. I do not expect to spend any time on this, but do expect we may receive some compensation as a result of renting a few weeks in the summer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-27 |
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