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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-26 |
| CA | RA | APPROVED | 2004-06-16 |
Branch Locations
2 disclosure categories 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. | Phoenix | AZ | 05/2004 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 04/2018 | Present |
| Charles Schwab Trust Bank | Phoenix | AZ | 01/2019 | Present |
| Charles Schwab Premier Bank | Phoenix | AZ | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-07 |
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