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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 |
| TX | RA | APPROVED_RES | 2019-01-02 |
| CA | RA | APPROVED | 2006-11-10 |
Branch Locations
20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Scottsdale | AZ | 11/1997 | Present |
| Charles Schwab Bank | Scottsdale | AZ | 03/2007 | Present |
1. LUNGARETTI FLOORING SOLUTIONS, LLC, START DATE 08/23/2013. ONSTRUCTION - INDUSTRIAL FACILITIES/INFRASTRUCTUR, OWNER'S SPOUSE PHOENIX,AZ. WIFE STARTING FLOORING CONTRACTING BUSINESS. WILL OCCASSIONALLY HELP WITH DATA ENTRY AS WELL AS INTERACT WITH HER CLIENTS FOR ENTERTAINMENT PURPOSES. DATA ENTRY MAY INCLUDE HELPING WITH TAXES AND ENTERING INFORMATION INTO ACCOUNTING SOFTWARE. HOURS PER MONTH LESS THAN 20. 2. RENTAL PROPERTY, START DATE 08/01/2016, SCOTTSDALE. AZ; OWNER/MANAGER RENTAL PROPERTY 4952 E MICHELLE DR. SCOTTSDALE, AZ 85254, LESS THAN 20 HOURS A MONTH, NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-06 |
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