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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 |
| WA | RA | APPROVED | 2002-02-13 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • 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. | Bellevue | WA | 06/2000 | Present |
| Charles Schwab Bank, Ssb | Bellevue | WA | 02/2005 | Present |
1) Rental Home - Bellingham | Investment Related:No|3627 Mandarin Court|Bellingham|WA|98226|USA|Real Estate (Non-Agent/Broker)|Joint Owner|4/29/2006|Less than 20|0|JT TEN with Spouse - Single Family Rental Home, 2) Condo Rental Property JT TEN | Investment Related:No|33712 SE Gove Street|Snoqualmie|WA|98065|USA|Real Estate (Non-Agent/Broker)|Joint Owner|9/8/2020|Less than 20|0|JT TEN with Spouse - Single Family Rental Home
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-31 |
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