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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 | 2021-01-04 |
| FL | RA | APPROVED | 2012-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/1997 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 01/2012 | Present |
1) COLLEGE BASEBALL RECRUITING | NOT INVESTMENT RELATED | HTML PROGRAMMER ONLINE WEB | APOPKA, FL| START01/01/1999 | LESS THAN 20 HOURS/MONTH - 0 DURING BUSINESS HOURS | 2) LAKE BRANTLEY HIGH SCHOOL |NOT INVESTMENT RELATED | ALTAMONTE SPRINGS,FL | EDUCATION | BASEBALL COACH |20-40 HOURS/MONTH - 0 DURING TRADING HOURS|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-08 |
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